Insurance Advisor — Impartial Planning & Guidance

Bowtie Life Insurance Company; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Benefits offered by this job

Flexible working hours

Competitive package

Medical and dental coverage

Wellness programs

Learning sponsorship

Job summary

Bowtie Life Insurance Company in Hong Kong is seeking a relationship manager to understand clients' insurance needs and recommend the best solutions without sales pressure. You will engage with clients across channels and support business projects while upholding fair treatment and transparent guidance.

Candidates with 1-3+ years in insurance, knowledge of individual products, and IIQE Paper 1 and 3 will be favored. Strong English and Chinese communication skills are required.

Qualifications

• 1-3+ years of work experience in the insurance sector is mandatory.
• Proficient knowledge of individual insurance products and a solid understanding of insurance company operations.
• Completion of IIQE Paper 1 and 3 is required.

Responsibilities

• Proactively analyze and assess clients' insurance needs, offering impartial professional advice, particularly for VHIS switching and multi-policy holders.
• Handle referral leads from marketing channels and service teams with timely follow-up via phone, WhatsApp, and in-person or virtual meetings.
• Participate in offline marketing events to foster relationships with current customers.
• Gather customer feedback and share insights with the proposition team to improve product-market fit.
• Provide support for ad-hoc business projects as needed.

Education

IIQE Paper 1 and 3

Job description

Bowtie Life Insurance Company in Hong Kong is seeking a relationship manager to understand clients' insurance needs and recommend the best solutions without sales pressure. You will engage with clients across channels and support business projects while upholding fair treatment and transparent guidance.

Candidates with 1-3+ years in insurance, knowledge of individual products, and IIQE Paper 1 and 3 will be favored. Strong English and Chinese communication skills are required.