Opening Day- Banking Insurance Specialist & Associate Relationship Manager

WallStone Partners & Company Limited; Hong Kong; On-site; HKD 279,000 - 446,000; Full time

Job summary

WallStone Partners & Company Limited in Hong Kong seeks an Insurance Specialist & Associate Relationship Manager to support a leading bank's insurance business. The role focuses on meeting customers and recommending life insurance products to fit needs, with a target to achieve branch sales goals.

You will work with the Relationship Manager, conduct appointments, handle underwriting assistance, and provide after-sales service, with a basic salary of HK$25-40K per month plus commission and

Qualifications

• University Degree or equivalent.
• 1 year or more related experience in insurance sales.
• Strong knowledge of long-term insurance products.
• IIQE 1,2,3 certification.

Responsibilities

• Collaborate with Relationship Manager to generate appointments and provide professional insurance planning services.
• Analyse customers’ financial situation and recommend wealth and protection insurance products.
• Meet with clients at Branch and work at centralised office.
• Maximise branch sales opportunities and provide quality after-sales service.
• Assist in medical underwriting, case pending and administration to ensure efficient turnaround.

Skills

Good communication

Interpersonal skills

Teamwork spirit

Education

University Degree

IIQE 1,2,3

Job description

Opening Day- Banking Insurance Specialist & Associate Relationship Manager

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist & Associate Relationship Manager to drive their business.

*Basic $25-40K x 12 + commission + year end bonus

*Welcome insurance agent to applied

Job Purpose:

To maximize the competitive advantage of the Bank’s Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

Collaborate with Relationship Manager to generate appointments and provide professional insurance planning services by meeting potential customers

To analyse customers’ personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs

Will work at centralised office and to meet with clients at Branch

To maximize business opportunities to achieve Branch sales goal

To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.

To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

University Degree

1 years or more related experience insurance sales

Strong knowledge of long term insurance products

Good communication and interpersonal skills

IIQE ,1,2,3

With teamwork spirit