Insurance Sales (Brokerage Life)

OCBC; Hong Kong; On-site; HKD 279,000 - 502,200; Full time

Job summary

OCBC is seeking a Life Insurance professional to drive opportunities, grow the insurance portfolio, and support marketing strategies for life insurance products. You will handle inquiries, provide excellent customer service, and ensure compliance with internal controls while collaborating with the Life Insurance Team.

The ideal candidate has at least 3 years in life insurance, strong English/Chinese communication, and experience with corporate banking or PRC customers.

Qualifications

• Minimum 3 years in life insurance field with relevant marketing exposure.
• Proven ability to handle corporate banking/PRC customer segments.
• IIQE licensing examinations completed.

Responsibilities

• Collaborate with Life Insurance Team to reach business goals and target HNW clients.
• Maintain and grow existing life insurance portfolio.
• Assist in formulating marketing strategies for life insurance.
• Provide professional customer service including inquiries and after-sales.
• Ensure all relevant control measures are followed.
• Support ad-hoc tasks from Line Manager.

Skills

Life Insurance knowledge

Marketing experience

Customer service

Communication skills

Bilingual English/Chinese

Microsoft Office

Corporate banking exposure

PRC customers experience

Education

IIQE Licensing Examinations

Tools

MS Office (Word, Excel, PowerPoint)

Job description

Responsibilities

• Work with Life Insurance Team to achieve the business goals and drive the insurance business by identifying & capturing opportunities to target HNW customers including corporate banking/ PRC customer segments
• Maintain and build the existing insurance portfolio
• Assist to formulate marketing strategies for the life insurance
• Provide professional customers services including handling enquires and after sales - services
• Ensure all control measures relevant to the job are well undertaken
• Support ad-hoc tasks assigned by Line Manager

Requirements

• At least 3 years working experience in Life Insurance field
• Good command of Life Insurance knowledge with proven marketing experience
• Solid experience in dealing with corporate banking / PRC customers is preferred
• Self-initiative, open minded and collaborative
• Strong sense on customer services and continuous improvement
• Pass in IIQE Licensing Examinations
• Good verbal and written communication skills
• Proficiency in both English and Chinese;
• Good at Microsoft office including and not limited to Words, Excel and PowerPoint
• Experience on corporate client is definitely an advantage
• Candidates with more experience will be considered for senior rank.