Insurance Sales Specialist, Bancassurance

FWD Insurance; Hong Kong; On-site; HKD 240,000 - 420,000; Full time

Benefits offered by this job

Competitive incentive scheme

Learning & development opportunities

Job summary

FWD Insurance in Hong Kong seeks a dynamic bancassurance professional to drive Regular Pay Saving and Protection Plans through bank channels. You will be stationed at a partner bank branch, delivering professional insurance planning and meeting sales targets with branch staff.

You will build strong customer relationships, analyze financial needs, and recommend suitable life products while ensuring compliant sales practices and excellent after-sales service.

Qualifications

• Form 5 graduate or above; degree holder preferable.
• Meet the minimum regulatory requirement for insurance intermediary license.
• At least 2 years relevant sales experience in bancassurance or insurance.
• IIQE Papers 1, 2, 3 & 5 (Paper 2 & 5 optional).
• Fluent Mandarin speaking is definitely an advantage.

Responsibilities

• Facilitate the growth of Regular Pay Saving and Protection Plans in bank channels.
• Station in assigned bank partner’s branch to provide professional insurance planning services to customers.
• Achieve the insurance sales targets by collaboration with bank branch sales staff.
• Build strong relationship with customers by conducting meetings, analyzing the personal financial situation and identifying their insurance needs.
• Recommend appropriate life insurance products to best suit customers’ needs.
• Work closely with branch manager and line manager to optimize the sales result.
• Provide quality after-sales services to maintain the customer relationship and solicits referral business.
• Comply with the guidelines on all sales process.

Skills

Sales experience

Communication skills

Interpersonal skills

Mandarin advantage

Education

Form 5 graduate or above

Degree holder preferable

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Facilitate the growth of Regular Pay Saving and Protection Plans in bank channels
• Station in assigned bank partner’s branch to provide professional insurance planning services to customers
• Achieve the insurance sales targets by collaboration with bank branch sales staff
• Build strong relationship with customers by conducting meeting, analyzing the personal financial situation and identifying their insurance needs
• Recommend appropriate life insurance products to best suit customers’ needs
• Work closely with branch manager and line manager to optimize the sales result
• Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base
• Comply with the guidelines on all sales process

The Person

• Form 5 graduate or above, degree holder is preferable but not a must
• Meet the minimum regulatory requirement for insurance intermediary license
• At least 2 years relevant sales experience in bancassurance or insurance business field
• Insurance Specialist / Relationship Manager from banks and Insurance Agent are also welcome
• Extensive knowledge on insurance products and services, knowledge on critical illness and medical plan is an advantage
• Good communication, interpersonal and selling skills
• IIQE Paper 1, 2, 3 & 5 (whereas Paper 2 & 5 are optional)
• Fluent mandarin speaking is definitely an advantage

**We offer basic salary with competitive incentive scheme, excellent learning & development opportunities to the right candidate.** Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.