Insurance & Wealth Advisor — Leads, Training & Growth

Leadingnation; Hong Kong; On-site; HKD 334,800 - 558,000; Full time

Benefits offered by this job

In-service professional training

Sick leave and vacation leave

Medical insurance

Job summary

Leadingnation in Hong Kong is seeking a professional to provide tailored insurance and wealth management solutions. This role involves enhancing client experience through effective communication and post-sale support.

The ideal candidate will have insurance or sales experience, a relevant degree, and must be fluent in Cantonese and Mandarin. A competitive package, including training and performance bonuses, is offered.

Qualifications

• At least 1 year of experience in insurance, finance, or sales.
• Holder of a Hong Kong Identity Card or valid work visa.
• Outstanding candidates with HKCEE 5 passes or equivalent qualifications may also be considered.

Responsibilities

• Tailor insurance and wealth management solutions based on client needs.
• Assist with insurance applications and coordinate underwriting processes.
• Handle post-sale maintenance and claims-related matters.

Skills

Insurance experience

Sales skills

Familiarity with the Hong Kong market

Fluent in Cantonese and Mandarin

English reading and writing skills

Education

Bachelor's degree in Finance, Insurance, Economics, Marketing

Passed IIQE Papers 1 & 3

Job description

Leadingnation in Hong Kong is seeking a professional to provide tailored insurance and wealth management solutions. This role involves enhancing client experience through effective communication and post-sale support.

The ideal candidate will have insurance or sales experience, a relevant degree, and must be fluent in Cantonese and Mandarin. A competitive package, including training and performance bonuses, is offered.