Banking Insurance Pro & Associate Relationship Lead

WallStone Partners & Company Limited; Hong Kong; On-site; HKD 279,000 - 446,000; Full time

Job summary

WallStone Partners & Company Limited in Hong Kong seeks an Insurance Specialist & Associate Relationship Manager to support a leading bank's insurance business. The role focuses on meeting customers and recommending life insurance products to fit needs, with a target to achieve branch sales goals.

You will work with the Relationship Manager, conduct appointments, handle underwriting assistance, and provide after-sales service, with a basic salary of HK$25-40K per month plus commission and

Qualifications

• University Degree or equivalent.
• 1 year or more related experience in insurance sales.
• Strong knowledge of long-term insurance products.
• IIQE 1,2,3 certification.

Responsibilities

• Collaborate with Relationship Manager to generate appointments and provide professional insurance planning services.
• Analyse customers’ financial situation and recommend wealth and protection insurance products.
• Meet with clients at Branch and work at centralised office.
• Maximise branch sales opportunities and provide quality after-sales service.
• Assist in medical underwriting, case pending and administration to ensure efficient turnaround.

Skills

Good communication

Interpersonal skills

Teamwork spirit

Education

University Degree

IIQE 1,2,3

Job description

WallStone Partners & Company Limited in Hong Kong seeks an Insurance Specialist & Associate Relationship Manager to support a leading bank's insurance business. The role focuses on meeting customers and recommending life insurance products to fit needs, with a target to achieve branch sales goals.

You will work with the Relationship Manager, conduct appointments, handle underwriting assistance, and provide after-sales service, with a basic salary of HK$25-40K per month plus commission and