Assistant Manager / Manager, Business Development (Insurance Broker - Life)

Dah Sing Financial Group; Hong Kong; Presencial; HKD 550.000 - 850.000; Jornada completa

Descripción de la vacante

Dah Sing Financial Group is seeking an Assistant Manager / Manager, Business Development in Life Insurance to identify and cultivate opportunities with Bank RMs. The role focuses on needs-based selling, presenting tailored life insurance solutions, and building strong partner relationships in a dynamic environment.

You will conduct market research, deliver compelling proposals, and contribute to achieving sales targets while ensuring compliance and timely MIS reporting.

Formación

• Bachelor’s degree with minimum 5 years’ relevant working experience in life insurance.
• IIQE Paper I–V licensing is required.
• Proficiency in English and Chinese (written and spoken).
• Strong interpersonal, communication, presentation and negotiation skills.
• Able to work under pressure and independently.
• Good time management.
• Microsoft Word, Excel & PowerPoint proficiency.

Responsabilidades

• Collaborate with Bank RMs to identify new life insurance opportunities and explore business prospects.
• Conduct needs assessments and pitch suitable life insurance products and proposals to potential customers.
• Prepare and deliver compelling sales presentations and proposals to customers.
• Collaborate with teammates to support both sales and backend tasks; achieve sales targets.
• Maintain strong relationships with business partners and conduct market research with analysis on insurance trends.
• Ensure compliance through product and customer due diligence and regular assessments; prepare MIS reports.

Descripción del empleo

Assistant Manager / Manager, Business Development (Insurance Broker - Life)

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.