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Relationship Officer

Jumbolife Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2018-03-06
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Insurance Agent / Broker  

Job Description

Responsibilities :

  • Work closely with business partners e.g. banks, trust companies, CPA in order to get referred customers.
  • Develop and manage key accounts
  • Identify & qualify individual customers’ financial & protection needs & work out possible solutions especially life insurance with premium financing, annuity, health and medical plan, group benefits …
  • Strive for customer satisfaction for future upselling & cross selling
  • Manage client relationship

The Ideal Candidate :

  • Bachelor degree with at least 3 year working experience in marketing communications, preferably from legal, banking and finance or professional industries
  • Candidates with insurance qualifications are preferably
  • The ability to work effectively as a team player
  • Mature, self-motivated, hardworking and willing to learn
  • Fluency in both English and Mandarin is a MUST
  • Less experiences candidates will be considered as Marketing Assistant

We offer competitive compensation package include allowance, commission and bonus, medical insurance, 5-days work and annual leave to the right candidate.

Company Info

We are a well-established insurance brokerage company who works closely with banks and financial consultants to cater our clients who are mainly high net worth individuals as well as commercial clients.  We are looking for a high-calibre candidate to join our company where you will have the chance to realize your full potential that is in line with your career goals and aspirations.

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