Banking Insurance Specialist (Digital Bank, basic up to 40K + incentives)

Manpower Services (Hong Kong) Limited; Hong Kong; On-site; HKD 406,000 - 487,000; Full time

Job summary

Manpower Services (Hong Kong) Limited is seeking an Banking Insurance Specialist (Digital Bank) in Hong Kong. The role focuses on identifying new insurance opportunities for corporate and individual clients, delivering tailored financial planning and protection solutions, and maintaining strong client relationships with top-notch after-sales service.

Applicants should have a business degree, at least 5 years of insurance sales experience, and IIQE qualifications or equivalent.

Qualifications

• Degree in Business or related discipline.
• Minimum 5 years sales experience in insurance to corporate/individual customers; banking experience is a plus.
• IIQE Papers 1, 2, 3 or equivalent preferred.
• Strong product knowledge in GI & life insurance with business development sense.

Responsibilities

• Identify and develop new insurance business opportunities with corporate and individual clients (B2B and B2C).
• Provide professional advice and customized insurance solutions to meet clients' financial planning and protection needs.
• Deliver exceptional after-sales service to strengthen long-term client relationships and referrals.
• Ensure all sales and advisory activities comply with regulatory requirements and company policies.

Skills

Relationship building

Financial planning advice

After-sales service

Regulatory compliance

Education

Bachelor's degree in Business

Job description

Banking Insurance Specialist (Digital Bank, basic up to 40K + incentives)

• Identify and develop new insurance business opportunities through proactive outreach and strong relationship-building with both corporate and individual clients (B2B and B2C).
• Provide professional advice and customized insurance solutions to address clients’ financial planning and protection needs.
• Deliver exceptional after-sales service to strengthen long-term client relationships and encourage referrals.
• Ensure all sales and advisory activities comply with regulatory requirements and company policies.

Job Requirements

• Preferably requirements: Degree in Business or related disciplines.
• Minimum 5 years holder experience in insurance sales to corporate/individual customers, plus experience worked in banking industry will be an advantage.
• Prefer with Insurance Intermediaries Qualifying Examinations (IIQE) Papers 1, 2, 3, or equivalent.
• With strong product knowledge especially in GI & life insurance with business development sense.