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Insurance Specialist / Financial Planning Manager 25K to 50K (Welcome green zone RM)

WallStone Partners & Company Limited

  • Company Industries:Banking

Job Information

  • Post Date:2019-01-18
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:1 years
  • Qualification:Matriculated
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Retail Banking  

Job Description

Our client is an international bank and they are seeking for Insurance Specialist to join their banking teams.

Responsibilities

  • Collaborate with Relationship Manager in Branch to provide insurance planning services to the customer
  • Maintain good relationship with the existing customer and develop the potential client base
  • Engage appointments to cross-sell insurance products and close deals
  • Comply with Banking policies and procedures.

Requirement

  • Good knowledge of insurance products and services
  • Good communication, interpersonal and selling skills
  • Passed IIQE Paper 1, 2, 3  is a must. Passed IIQE Paper 5 is advantage.
  • Fluent Mandarin speaking is definitely an advantage

*Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Pancy Mak at +852 2554 5662.

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