Corporate Insurance Solutions Advisor

Fusion Bank Limited; Hong Kong; On-site; HKD 420,000 - 720,000; Full time

Job summary

Fusion Bank Limited is seeking an experienced Insurance Sales Specialist for our Corporate Banking team in Hong Kong. You will partner with Relationship Managers to identify and capture insurance opportunities from corporate clients and executives.

You will conduct joint visits, prepare proposals and presentations, and support the end-to-end sales process while deepening wallet share through cross-selling; ensure regulatory compliance and high service standards.

Qualifications

• Degree in Business Administration, Finance, Insurance, Marketing or related discipline.
• Minimum 5 years' experience in insurance sales, bancassurance, wealth management or corporate insurance solutions.
• Proven track record of achieving insurance sales targets and developing new business opportunities.
• Fluent in English, Cantonese and Putonghua.

Responsibilities

• Identify, develop and capture insurance opportunities from corporate customers.
• Conduct joint customer visits with Relationship Managers to assess protection and wealth needs.
• Prepare proposals, quotations and presentations for clients.
• Support end-to-end insurance sales process, including engagement, underwriting follow-up and servicing.
• Deepen wallet share through cross-selling and maintain a healthy sales pipeline.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Communication

Presentation

Negotiation

Interpersonal skills

Sales targets

Cross-selling

Education

Bachelor's degree in Business Administration/Finance/Insurance/Marketing

Job description

Fusion Bank Limited is seeking an experienced Insurance Sales Specialist for our Corporate Banking team in Hong Kong. You will partner with Relationship Managers to identify and capture insurance opportunities from corporate clients and executives.

You will conduct joint visits, prepare proposals and presentations, and support the end-to-end sales process while deepening wallet share through cross-selling; ensure regulatory compliance and high service standards.