Job Responsibility:

• Identify and capture insurance business opportunities 
• Maintain a high level of submitted to issued ratio and excellent customer service  
• Provide specialist advice on appropriate insurance solution
• Establish effective working relationships with other teams within the Branch
• Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
• Take the lead in planning the referral activities of a team of  General Banking Officers while cooperating with them in meeting business objectives
• Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
• Responsible for quality assurance and control measures by delivering the best suitable protection solutions to customers
• Ensure self and team activities comply with relevant regulatory requirements and the bank's standard

Requirement: 

• Tertiary or university level education, preferably in finance, business or a related discipline
• Solid experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and capabilities
• Insurance licenses required
•  Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
•  Good level of verbal English and Cantonese, with Putonghua preferred Excellent communication, interpersonal and motivational skills
• Self motivated, excellent interpersonal skills

Ideal Concept International Consultancy Services is to deliver you the best expertise to your company, we has always prioritized maintaining an intimate relationship in our specialist industries and its key participants. Our consultant comprise of expert who bring industry knowledge, valuable experience and market update in their respective area. Our team from all different industries and dedicated to serving your needs.