Head of Insurance Sales

Hang Seng Bank Limited; Hong Kong; On-site; HKD 1,500,000 - 2,100,000; Full time

Job summary

Hang Seng Bank Limited is seeking a high-caliber Head of Insurance Sales for its Retail Distribution network in Hong Kong. The role leads a team of insurance product specialists, develops holistic sales initiatives, and drives overall insurance sales performance across branches.

Key responsibilities include formulating sales strategies, managing resources to maximize insurance targets, and ensuring regulatory compliance while maintaining high customer experience and risk controls.

Qualifications

• Bachelor’s degree or equivalent professional qualification in business/finance/insurance or related discipline.
• Proven track record achieving insurance sales targets in retail distribution or branch banking.
• Experience leading, coaching and developing insurance sales specialists and branch sales teams.
• Strong understanding of insurance products, sales processes and regulatory requirements.
• Ability to develop and implement effective sales strategies and improve channel efficiency.
• Excellent communication, influencing and stakeholder-management skills.

Responsibilities

• Formulate strategies and manage resources to maximize insurance sales effectiveness and hit insurance targets for Retail Distribution.
• Lead and supervise a team of insurance product specialists to implement holistic sales initiatives and achieve AOP targets.
• Develop a robust sales culture and drive insurance sales performance across branches.
• Monitor and review sales processes to improve channel efficiency and customer experience.
• Maintain high team morale, attract and develop talent across the company.
• Ensure controls to minimize the Bank’s risk exposure and comply with Group policies.

Skills

Insurance sales

Team leadership

Sales strategy

Regulatory compliance

Stakeholder management

Education

Bachelor's degree

CFP/CFA/CFMP

Job description

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are currently seeking a high caliber professional to join our branch network asHead of Insurance Sales.

Principal responsibilities

• Formulate strategies and manage resources to maximize the effectiveness and efficiency of insurance sales and develop sales strategies to achieve the assigned insurance target for Retail Distribution.
• Lead and supervise a team of insurance product specialists to implement holistic sales initiatives for insurance products and manage the team members and the Area to achieve insurance AOP targets
• Develop a robust sales culture and execute sales strategies to drive the insurance sales performance. Monitor the quality of sales conducted by team members and branch sales staff
• Monitor and review current sales processes to improve channel efficiency and customer experience
• Maintain high team morale, attract, motivate and develop talent and leverage teams effectively across the company
• Ensure that all relevant controls are implemented to minimize the Bank’s risk exposure.
• Adhere to all relevant processes and procedures of the Group compliance policy and internal controls

Requirements

• Bachelor’s degree or equivalent professional qualification, preferably in business, finance, insurance or a related discipline, such as CFA, CFP or CFMP
• Extensive experience in insurance sales, branch banking or retail distribution, with a strong track record of achieving sales targets.
• Proven experience leading, coaching and developing insurance sales specialists and branch sales teams.
• Strong understanding of insurance products, sales processes, customer needs and relevant regulatory and control requirements.
• Demonstrated ability to develop and implement effective sales strategies and improve channel efficiency
• Excellent communication, influencing and stakeholder-management skills, with the ability to collaborate across teams and business areas.
• A strong focus on customer experience, sales quality and responsible selling.
• Passes in the Hong Kong Securities Institute Licensing Examination and Insurance Intermediaries Qualifying Examination

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

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More Job Information

Job Function

• 銀行
• 金融服務 - 一般
• 其他

Location

• 旺角

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士