Senior Policy Conversion Consultant

AXA Wealth Management (HK) Limited; Hong Kong; Hybrid; HKD 600,000 - 1,000,000; Full time

Benefits offered by this job

High commissions

Monthly bonus

Flexible work environment

Job summary

Swiss Privilege, an elite wealth management business operating under the AXA Group, seeks an experienced insurance professional to review and convert an existing base of mature policies into updated, high-value offerings.

You will focus on high-conversion discussions with established policyholders, supported by professional communication and product knowledge, within a flexible hybrid work model and strong back-office support.

Qualifications

• Proven track record in insurance sales, client servicing, or policy retention/conversion.
• Valid insurance license is mandatory.
• Excellent communication, negotiation, and relationship-management skills.
• Independent, self-motivated, and comfortable operating under a flexible framework.
• No cold calling; focus on high-conversion discussions with established policyholders.
• High commissions and bonuses with strong earning potential.

Responsibilities

• Contact and consult existing, mature policyholders to present modernized insurance options and optimized coverage plans
• Guide established clients through the transition from legacy policies to new-generation products
• Assess current client portfolios to ensure alignment with long-term financial goals
• Partner with internal administrative teams to ensure smooth processing, compliance, and documentation

Skills

Insurance sales

Client servicing

Relationship management

Negotiation

Education

Insurance license

Job description

Swiss Privilege (a Member of the AXA Group)

Step away from traditional agent models and elevate your career with Swiss Privilege, an elite wealth management business operating under the global strength of the AXA Group. Engineered as a hybrid corporate-consulting model, Swiss Privilege provides an unmatched ecosystem designed to empower top talent through strong firm-level backing, while giving you the platform to leverage your own professional network.

About the role

An experienced, results-driven insurance professional role focused on reviewing, managing, and converting an existing base of mature policies into updated, high-value offerings. You will not be required to source or prospect new clients.

Key responsibilities

Contact and consult existing, mature policyholders to present modernized insurance options and optimized coverage plans

Guide established clients through the seamless transition from legacy policies to new-generation products

Assess current client portfolios to ensure alignment with their long-term financial and protection goals

Partner closely with internal administrative teams to ensure smooth processing, compliance, and documentation

About you

Proven track record in insurance sales, client servicing, or policy retention/conversion

Valid insurance license is mandatory

Excellent communication, negotiation, and relationship-management skills with a professional demeanor

Independent, self-motivated, and comfortable operating under a flexible framework

No cold calling or prospecting; focus 100% on high-conversion discussions with warm, established policyholders

High commission and competitive monthly bonus with exceptional earning potential designed to reward performance

Flexible work environment with autonomy and a schedule that fits your lifestyle

Comprehensive back-office, administrative, and customer service support to handle paperwork and logistics

Modern, prestigious office situated in a central business district

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 52 markets and serving 92 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

AXA is an equal opportunity employer. We are committed to promoting Inclusion and Diversity (I&D) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential.

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 52 markets and serving 92 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

AXA is an equal opportunity employer. We are committed to promoting Inclusion and Diversity (I&D) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential.