Assistant Manager / Manager, Business Development (Insurance Broker)

Dah Sing Financial Group; Hong Kong; On-site; HKD 420,000 - 720,000; Full time

Job summary

Dah Sing Financial Group in Hong Kong seeks an Assistant Manager/Manager, Business Development (Insurance Broker) to drive life insurance opportunities. You will collaborate with Bank Relationship Managers to identify and explore new business from customers, assess needs, and tailor proposals that meet client objectives.

The role involves delivering persuasive presentations, building strong partner relationships, conducting market research, ensuring regulatory compliance, and preparing MIS

Qualifications

• Bachelor’s degree with minimum 5 years’ relevant working experience in life insurance.
• IIQE licenses I, II, III and V.
• Proficient in English and Chinese (written and spoken).
• Strong interpersonal, communication, presentation and negotiation skills.
• Able to work under pressure and independently.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Candidate with more experience may be considered as Manager.

Responsibilities

• Collaborate with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers.
• Conduct the needs assessment and pitch the suitable products & proposals to potential customers.
• Prepare and deliver compelling sales presentations and proposals to potential customers.
• Collaborate with teammates to achieve mutual support both on sales and back-end tasks.
• Achieve the sales target as assigned by company.
• Maintaining strong business relationships with all business partners.
• Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs.
• Conducting product & customer’s due diligence and regular assessment to meet compliance requirements.
• Assisting the line manager to enhance & streamline the workflow of life insurance business.
• Assisting the superior to prepare regular meeting materials and MIS reports.
• Providing support on ad-hoc projects as assigned by the superior.
• Keeping proper record of the supporting documents for all successful deals and potential deals.
• Following all internal guidelines as required by company.

Skills

Interpersonal skills

Communication skills

Presentation skills

Negotiation

Time management

Bilingual English/Chinese

Microsoft Word

Microsoft Excel

PowerPoint

Education

Bachelor’s degree

IIQE Paper I, II, III & V

Job description

Assistant Manager / Manager, Business Development (Insurance Broker)

Collaborating with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers

Conduct the needs assessment and pitch the suitable products & proposals to potential customers

Prepare and deliver compelling sales presentations and proposals to potential customers

Collaborate with teammates to achieve mutual support both on sales and back-end tasks

Achieve the sales target as assigned by company

Maintaining strong business relationships with all business partners

Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs

Conducting product & customer’s due diligence and regular assessment to meet compliance requirements

Assisting the line manager to enhance & streamline the workflow of life insurance business

Assisting the superior to prepare regular meeting materials and MIS reports

Providing support on ad-hoc projects as assigned by the superior

Keeping proper record of the supporting documents for all successful deals and potential deals

Following all internal guidelines as required by company

Job Requirements:

Bachelor’s degree with minimum 5 years’ relevant working experience in insurance industry especially life insurance field

Professional licensing qualifications on IIQE paper I, II, III and V

Good command of both written and spoken English and Chinese

Strong interpersonal, communication, presentation and negotiation skills

Able to work under pressure and independently

Collaborate well with all teammates

Good time management

Proficiency in using Microsoft WS, Excel & PowerPoint

Candidate with more experience may be considered as Manager

Please note that only shortlisted candidates will be notified.