Relationship Manager (Insurance Broker Business)

Chong Hing Insurance Brokers Limited; Hong Kong; Vor Ort; HKD 300.000 - 540.000; Vollzeit

Benefits dieser Stelle

5-day week

Discretionary bonus

Birthday leave

Marriage leave

Extra maternity leave

Extra Paternity Leave

Examination leave

Insurance plan

Medical plan

Family medical plan

Zusammenfassung

Chong Hing Insurance Brokers Limited is seeking a Relationship Manager to cultivate new prospects in the insurance broker space and manage end-to-end advisory and sales processes. You will engage potential policyholders, conduct financial needs analysis, and coordinate underwriting through to post-sale service.

The role requires strong product knowledge across General and Life insurance, compliance with AML/CFT and KYC, and the ability to work under pressure in a dynamic environment.

Qualifikationen

• Minimum 3 years selling insurance to banks or brokers in HK.
• Pass IIQE papers 1–3 or equivalent.
• Strong knowledge of General and Life insurance and market trends.
• Familiar with AML/CFT and KYC for brokerage activities.
• Self-motivated, sales-driven, customer-focused, able to work under pressure.

Aufgaben

• Establish and develop new prospects on insurance broker business.
• Follow up potential policyholders referred by the group or approved channels promptly.
• Conduct Financial Needs Analysis to identify insurance and financial needs.
• Provide advisory, sales & marketing of insurance products, underwriting and after-sales service.
• Comply with regulatory requirements and group policies for insurance brokerage activities.

Kenntnisse

IIQE papers

Insurance knowledge

AML/KYC

MS Office

Bilingual

Ausbildung

Bachelor's degree

Tools

MS Office

Jobbeschreibung

Relationship Manager (Insurance Broker Business)

Establish and develop new prospects on insurance broker business

Follow up the potential policyholder referred by the group or approved business channels in a timely and professional manner

Conduct Financial Need Analysis (FNA) to identify the insurance and financial need of potential policyholder

Handle the potential policyholder on providing insurance advisory, sales & marketing of insurance products, insurance application and follow up all underwriting process & after sales services

Comply with regulatory requirement and group policy of insurance brokerage activities

Requirements

Bachelor's Degree is an advantage

Minimum 3 years of solid experience in selling insurance product for banks and/or insurance brokers in HK

Pass in IIQE paper 1, 2, 3 or equivalent

Good knowledge of General Insurance, Life Insurance products & market trend

Understand AML, CFT and KYC procedures for insurance brokerage activities

Self-motivated, sales driven, customer focused and can work under pressure

Proficient in MS Word, Excel and PowerPoint

Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English

Benefit / Other Information:

• 5-day week
• Discretionary bonus
• Birthday leave
• Marriage leave
• Extra maternity leave
• Extra Paternity Leave
• Examination leave
• Insurance plan
• Medical plan
• Family medical plan