Insurance Product Expert – Wealth & Planning

HSBC; Kowloon; On-site; HKD 520,000 - 760,000; Full time

Benefits offered by this job

Dynamic working environment

Career development opportunities

Competitive compensation packages

Job summary

A leading financial institution in Hong Kong is looking for an Executive Insurance Product Expert I to provide retirement and financial planning solutions. You will work closely with Customer Relationship Managers to expand the clientele and deliver exceptional after-sales service. The ideal candidate has a university degree, proven insurance sales experience, and excellent interpersonal abilities. Proficiency in English and Chinese is essential, with Putonghua preferred. Join this dynamic environment committed to career development and quality service.

Qualifications

• Proven experience in insurance sales, preferably selling universal life insurance.
• Excellent proficiency in English and Chinese; Putonghua is a plus.
• Strong desire to learn and adapt in an Agile environment.

Responsibilities

• Provide retirement and financial planning solutions.
• Collaborate to expand clientele in Mainland China.
• Conduct training sessions to enhance knowledge of insurance products.

Skills

Interpersonal skills

Presentation skills

Customer centricity

Self-motivation

Agile mindset

Education

University graduate

CFA/CFP/CFMP/QRA

Enhanced Competency Framework (ECF)

Certified Banker (CB)

Job description

A leading financial institution in Hong Kong is looking for an Executive Insurance Product Expert I to provide retirement and financial planning solutions. You will work closely with Customer Relationship Managers to expand the clientele and deliver exceptional after-sales service. The ideal candidate has a university degree, proven insurance sales experience, and excellent interpersonal abilities. Proficiency in English and Chinese is essential, with Putonghua preferred. Join this dynamic environment committed to career development and quality service.