Description
We are seeking an Insurance Sales Representative to facilitate the growth of Regular Pay Saving and Protection Plans in bank channels at Pacific Place, Hong Kong.
The successful candidate will be stationed in an assigned bank partner's branch to provide professional insurance planning services to customers, achieve insurance sales targets through collaboration with bank branch sales staff, and build strong relationships with customers.
Key responsibilities include:
- Facilitating the growth of Regular Pay Saving and Protection Plans in bank channels
- Providing professional insurance planning services to customers in bank branches
- Achieving insurance sales targets through collaboration with bank branch sales staff
- Building strong relationships with customers by analyzing their personal financial situations and identifying their insurance needs
- Recommending suitable life insurance products to meet customers' needs
- Working closely with branch managers and line managers to optimize sales results
- Providing quality after-sales services to maintain customer relationships and solicit referral business
- Complying with guidelines on all sales processes
The ideal candidate will have:
- Form 5 graduate or above, with a degree being preferable but not essential
- Minimum regulatory requirements for an insurance intermediary license
- At least 2 years of relevant sales experience in bancassurance or the insurance business field
- Extensive knowledge of insurance products and services, with knowledge of critical illness and medical plans being an advantage
- Good communication, interpersonal, and selling skills
- IIQE Paper 1, 2, 3 & 5 (with Paper 2 & 5 being optional)
- Fluent Mandarin speaking is an advantage
We offer a basic salary with a competitive incentive scheme and excellent learning and development opportunities.
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