Business Development Manager, Medical Specialist

PI Business Consulting Limited

Hong Kong

On-site

HKD 350,000 - 520,000

Full time

4 days ago
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Job summary

PI Business Consulting Limited in Hong Kong is seeking a Business Development Manager, Medical Specialist to provide financial planning advice by analyzing customers’ needs and to collaborate with branches’ sales teams to achieve medical insurance sales targets. You will deepen customer relationships through after-sales service and promote a robust medical insurance culture among affluent segments.

Ideal candidates have 2+ years of insurance sales experience, a university degree, IIQE licensed,

Qualifications

  • Minimum 2 years' insurance sales experience, preferably in medical insurance.
  • University degree in a related discipline.
  • IIQE licensed.
  • Good communication, interpersonal and selling skills.
  • Good presentation and selling skill.

Responsibilities

  • Provide financial planning advices by analysing customer's financial needs
  • Collaborate with assigned branches sales to achieve medical insurance sales targets
  • Deepen customer's need and strengthen customer relationship by providing after-sales services
  • Develop a robust medical insurance culture on need based financial planning to affluent segments
  • Communicate with clients to understand their needs

Skills

Communication
Interpersonal skills
Selling skills
Presentation skills

Education

University degree

Job description

Business Development Manager, Medical Specialist

To provide financial planning advices by analysing customer's financial needs and to collaborate with assigned branches sales to achieve medical insurance sales targets. Deepen customer's need and strengthen customer relationship by providing after-sales services. Develop a robust medical insurance culture on need based financial planning to affluent segments.

Key responsibilities
  • Provide financial planning advices by analysing customer's financial needs
  • Collaborate with assigned branches sales to achieve medical insurance sales targets
  • Deepen customer's need and strengthen customer relationship by providing after-sales services
  • Develop a robust medical insurance culture on need based financial planning to affluent segments
  • Communicate with clients to understand their needs
About you
  • Minimum 2 years' insurance sales experience, preferably in medical insurance
  • University degree in a related discipline
  • Preferably with relevant qualifications such as CFA, CFP, CFMP or QRA
  • Good communication, interpersonal and selling skills
  • IIQE licensed
  • Good presentation and selling skill
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Professional development opportunities
Wellbeing program