Manager, Business Development & Promotion (Insurance Broker)

Shanghai Commercial Bank Ltd; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Shanghai Commercial Bank Ltd in Hong Kong is seeking an experienced life insurance sales professional to drive new business and retain existing clients. You will sell life insurance products, manage after-sales service, renewals and claims follow-up while building strong partner and internal stakeholder relationships.

Collaborate with Relationship Managers across Retail and Corporate Banking to explore opportunities, achieve targets, and mentor frontline staff.

Qualifications

• University graduate with at least 3 years of relevant experience in the insurance industry

Responsibilities

• Sell life insurance products and manage after-sales services, renewals, and claims follow-up
• Build and maintain relationships with business partners and internal stakeholders to ensure alignment
• Collaborate with Relationship Managers to explore and develop insurance business opportunities and achieve sales targets
• Provide mentorship through regular visits to frontline staff to foster growth
• Grow referrals and expand into high-net-worth customer segments
• Ensure selling processes comply with bank policies and regulatory guidelines
• Monitor and maintain records and generate management reports on performance
• Support onboarding for premium financing and ensure regulatory gatekeeper clearance
• Assist in ad-hoc projects as assigned by superior

Skills

Presentation skills

Interpersonal skills

Negotiation

Problem solving

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Job description

Responsibilities:

• Perform sales activities of life insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business as well
• Proactively communicate and establish good relationship with business partners and internal stakeholders to ensure business & processes alignment, also drive desired results of life insurance business
• Collaborate with the Relationship Managers of Retail and Corporate Banking to explore and develop insurance business opportunities of the Bank’s customers for achieving the assigned sales targets
• Perform regular visits and provide professional mentorship to frontline whenever appropriate to establish business growth and maximize new business opportunities
• Enlarge the total number of referrals and motivate the scale to eventually develop to high-net-worth and untapped customer market
• Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
• Monitor and maintain good records for life insurance referral & business performance, closely follow up with status, generate reports for the Management as needed
• Provide support on the onboarding process for premium financing & obtain gatekeepers clearance to comply with relevant regulatory requirements
• Assist in ad-hoc projects and duties as assigned by the superior

Requirements:

• University graduate with at least 3 years of relevant experience in the insurance industry, preferably with banking and/broker experience
• Proven insurance sales experience will be a definite advantage
• Sound knowledge of life insurance products, premium financing, underwriting processes, and regulatory requirements
• Strong presentation, interpersonal, negotiation, and problem solving skills, with good understanding of the Bancassurance/ brokerage market
• Ensure sales quality, compliance and regulatory requirements are met
• Good command of spoken and written English and Chinese, including Putonghua
• Proficiency in using MS Office applications e.g. Word, Excel, and PowerPoint

The employment is subject to Mandatory Reference Checking Scheme. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks) .

_______________________________________________________________________________________________________________________________________

More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 中環
• 中西區

Employment Term

• 全職

Education

• 學士