Elite Policy Upgrade Consultant

AXA Wealth Management (HK) Limited; Hong Kong; Hybrid; HKD 600,000 - 1,000,000; Full time

Benefits offered by this job

High commissions

Monthly bonus

Flexible work environment

Job summary

Swiss Privilege, an elite wealth management business operating under the AXA Group, seeks an experienced insurance professional to review and convert an existing base of mature policies into updated, high-value offerings.

You will focus on high-conversion discussions with established policyholders, supported by professional communication and product knowledge, within a flexible hybrid work model and strong back-office support.

Qualifications

• Proven track record in insurance sales, client servicing, or policy retention/conversion.
• Valid insurance license is mandatory.
• Excellent communication, negotiation, and relationship-management skills.
• Independent, self-motivated, and comfortable operating under a flexible framework.
• No cold calling; focus on high-conversion discussions with established policyholders.
• High commissions and bonuses with strong earning potential.

Responsibilities

• Contact and consult existing, mature policyholders to present modernized insurance options and optimized coverage plans
• Guide established clients through the transition from legacy policies to new-generation products
• Assess current client portfolios to ensure alignment with long-term financial goals
• Partner with internal administrative teams to ensure smooth processing, compliance, and documentation

Skills

Insurance sales

Client servicing

Relationship management

Negotiation

Education

Insurance license

Job description

Swiss Privilege, an elite wealth management business operating under the AXA Group, seeks an experienced insurance professional to review and convert an existing base of mature policies into updated, high-value offerings.

You will focus on high-conversion discussions with established policyholders, supported by professional communication and product knowledge, within a flexible hybrid work model and strong back-office support.