Insurance Specialist

Citi; New York (NY); On-site; USD 61,281 - 76,602; Full time

Job summary

Citi is seeking an Insurance Specialist to join their team in Kowloon, Hong Kong. The role involves partnering with relationship managers in total client relationship building and financial planning. You will serve clients with comprehensive insurance products and lead the branch sales staff in achieving their goals.

The ideal candidate should be a degree holder with at least two years of insurance product sales experience and strong communication and relationship building skills. A proactive and result-oriented attitude is a must.

Qualifications

• At least two years of insurance product sales experience and proven track record.
• Proven proficiency in selling insurance products to clients.
• Good communication skills and ability to build relationships.

Responsibilities

• Partner with relationship managers in total client relationship building.
• Serve clients in complete scope of insurance products.
• Lead and support the branch sales staff to achieve the insurance goal.

Skills

Strong selling skills

Proactive and result-oriented

Good relationship building

Fluent in English

Knowledge of Mandarin

Education

Degree holder

HKSI Paper 1, 7 & 8 or equivalent

IIQE Paper 1, 2, 3 & 5

Certified Retail Wealth Professional (CRWP)

Job description

Insurance Specialist

Job Req Id:

24819639

Location(s):

Kowloon, Kowloon City, Hong Kong SAR

Job Type:

On-Site/Resident

Posted:

May. 07, 2025

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!

Our people make all the difference in our success.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Responsibilities:

• To partner with relationship managers in total client relationship building and financial planning propositions
• To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
• To lead and support the branch sales staff to achieve the insurance goal

Qualifications:

• Degree holder with at least two years of insurance product sales experience and proven track record
• HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
• Certified Retail Wealth Professional (CRWP) is preferred
• Proactive and result-oriented with strong selling skills
• Fluent in English, Cantonese and knowledge of Mandarin preferred
• Good relationship building and communication skills

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorised institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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