Relationship Manager - Insurance

Ping An Digital Bank; Hong Kong; On-site; HKD 400,000 - 800,000; Full time

Job summary

A leading digital financial institution in Hong Kong is looking for an experienced insurance sales professional. Responsibilities include performing insurance sales activities, ensuring a smooth digital journey for clients, and collaborating with Banking RMs to explore business opportunities. Candidates should hold a degree in Business or related fields and possess at least 5 years of relevant experience in insurance sales. A positive attitude and strong communication skills are essential for success in this dynamic role.

Qualifications

• Minimum 5 years of relevant experience in insurance sales to corporate or individual customers.
• Possess relevant qualifications for insurance license registration.
• Demonstrate a strong drive to succeed in a fast-paced environment.

Responsibilities

• Perform insurance sales activities including client matching and selling.
• Work with Banking RMs to develop business opportunities.
• Process insurance applications and ensure a smooth digital journey.

Skills

Insurance sales experience

Strong interpersonal skills

Adaptability

Fluency in Putonghua

Education

Degree in Business or related disciplines

Job description

Responsibilities

• Perform insurance sales activities including but not limited to knowing your clients, product matching and selling, after sales services, renewal and claims follow-up for new business and retain existing insurance clients for the bank as well;


• Work with Banking RMs to explore and develop business opportunities of bank clients for achieving bank assigned KPIs;


• Process the full insurance applications and ensure a smooth client digital journey;


• Handle client enquiries and deliver customer services by meeting with the predetermined service standards; and


• Follow policies and procedures to maintain compliance in rules and regulations of all activities in bank

Qualifications & Requirements

• Preferably a Degree Holder in Business or related disciplines;


• Minimum 5 years relevant experience in insurance sales to corporate/individual customers;


• Possess relevant qualifications for insurance licence registration;


• Possess strong drive to success and ability to adapt to a fast-paced work environment;


• With positive working attitude, energetic, self-motivated and result-oriented;


• Demonstrate excellent interpersonal and communication skills; and


• Fluency in Putonghua is a plus

Personal information collected is strictly for recruitment purpose only.