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Senior Officer, Broker & IFA (Ref:PDD-SO-171971)

Prudential Hong Kong Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2017-07-27
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Clerical / Admin Staff  Insurance Agent / Broker  Others  

Job Description

Working Location: Hong Kong

Job Responsibilities

  • Provide sales administration and support to brokers & IFA channel
  • Management the email and phone enquiries
  • Carry out a one-stop service platform and support service for Mainlander Sales Verification
  • Assist and support the Account Management Team, provide sales administration and clerical support including

A.  Application form screening

B. Arrange sales related items, brochures and stationary delivery and replenishment

C. Maintain the brokers & IFA channel's records accurately & timely and update relevant internal parties

D. Handle and arrange mailing of customer documents dispatched from policy administration department

E.  Follow up the outstanding documents and return mails with customers and sales force

F. Compile sales activities customization reports for business partner, other ad hoc sales administration support, cross team support and coordination related duties as requested by management

  • Co-ordinate activities for salesforce and business partner and act as a central party of communication with internal parties (e.g. UI, PA, claims, etc)
  • Assist to investigate customer compliance cases and co-ordinate with expenses settlement

Job Requirements

  • University Graduate
  • Have insurance industry experience will be an advantage
  • Good communication in English & Mandarin
  • PC literate (preferable having strong technical skills on using Excel)

For other vacancies, please visit our website at https://prucareer.prudential.com.hk

We offer an attractive remuneration package including 5-day work week and flexible benefits. Please submit your application with present and expected salaries online.

To apply: https://prucareer.prudential.com.hk/jobsearch/JobDetail.aspx?jobID=211208

Data collected will be used for recruitment purpose only and will be kept for 24 months.  Only short-listed candidates will  be notified.

Company Info

Prudential has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment-linked insurance, retirement solutions, health and medical protection, general insurance and employee benefits.  Prudential Hong Kong Limited is looking for a high caliber candidate to join the professional financial consultant team.
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