Description
We are seeking a highly motivated individual to join our team as an Insurance Business Development professional based at FWD Tower, Hong Kong.
The Role:
- Seeking business opportunities and expanding business, covering Life and General Insurance Business
- Building and maintaining strong relationships with B2B partners, in-house advisors, and orphan clients
- Serving as the primary contact for front-line channels, providing sales training, guidance, and support to in-house Advisors
- Arranging insurance training and seminars for B2B partners and in-house advisors
- Arranging sales meetings for in-house advisors
- Ensuring all Life Records (LRs) meet regulatory and compliance requirements
- Analysing market intelligence, competitor benchmarking, product comparison, and preparing research reports with practical business recommendations
- Supporting CIES or wealth management promotion, including product briefings, training sessions, roadshows, and sales enablement activities
- Supporting frontline sales recruitment and talent acquisition, including candidate sourcing, lead generation, screening coordination, and recruitment events
The Person:
- Degree or above in Finance, Economics, Business, or related disciplines with a minimum of 5 years of Insurance Brokerage & Investment Brokerage experience
- IIQE Paper 1-3 is a must for Life Insurance & General Insurance; IIQE Paper 4 & 5 will be an advantage
- SFC License Type 1 & 4 and MPF will be an advantage
- Experience with Family Office/CIES campaign will be an advantage
- People-oriented with strong communication skills
- Proficient in MS Word, Excel, and PowerPoint
- Fluent in English, Cantonese, and Putonghua
We Offer:
- 5-day workweek
- 20-22 days of annual leave
- Excellent learning and development opportunities
- An attractive package