Sales Support Specialist - Insurance & Banking

Robert Half Hong Kong Limited; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

Robert Half Hong Kong Limited is recruiting a Sales Support for the Direct Channel Team in Hong Kong. You will provide day-to-day sales and administrative support, prepare quotations and policy documents, and liaise with partners to facilitate policy issuance and servicing.

The role requires 1-3 years in financial services or banking, strong organizational skills, and proficiency in MS Office, with fluency in English and Chinese (Cantonese/Mandarin).

Qualifications

• Diploma or Degree in Business Administration, or related disciplines.
• 1-3 years of experience in financial services, insurance, broker or banking, policy administration, or business support & sales support.
• Strong organizational and multitasking skills with attention to detail.
• Good communication and interpersonal skills.
• Proficient in Microsoft Office applications, particularly Excel and PowerPoint.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Good command of English and Chinese (Cantonese and Mandarin).

Responsibilities

• Provide day-to-day sales and administrative support to the sales channel team.
• Prepare quotations, policy documents, renewals, endorsements, and related correspondence
• Liaise with business partners and internal departments to facilitate policy issuance and servicing.
• Follow up on new business submissions, renewals, pending requirements, and outstanding documents.
• Ensure compliance with company policies, regulatory requirements, and service standards.
• Assist in preparing sales reports, production statistics, and management information.

Skills

Organizational skills

Communication skills

Multitasking

Independent work

Education

Diploma or Degree in Business Administration or related disciplines

Tools

Microsoft Office

Excel

PowerPoint

Job description

Robert Half Hong Kong Limited is recruiting a Sales Support for the Direct Channel Team in Hong Kong. You will provide day-to-day sales and administrative support, prepare quotations and policy documents, and liaise with partners to facilitate policy issuance and servicing.

The role requires 1-3 years in financial services or banking, strong organizational skills, and proficiency in MS Office, with fluency in English and Chinese (Cantonese/Mandarin).