Insurance Specialist - Banking
Zebra Strategic Outsource Solution Ltd
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2017-07-27
- Career Level:Middle
- Location:Not Specified
- Salary:Salary negotiable
- Employment Type:Full Time, Permanent
- Job Function:Retail Banking Others
Job Description
Responsibilities:
- Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution;
- Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products;
- Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products, and close deals;
- Driving and implementing insurance sales strategy;
- Provide and support workshops for the sales team;
- Providing daily/weekly/monthly management information report to keep management updated with business performance result.
Requirements:
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Degree holder with at least one year of insurance sales experience with proven track record;
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HKSI LE Paper 1,7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5;
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Proactive and result oriented with strong selling skills;
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Fluent in Cantonese and English, knowledge of Mandarin preferred;
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Outgoing personality with good integrity;
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Good relationship building and communication skills.
Company Info
ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.
With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.
Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.
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