Insurance Specialist - Wealth Management(A Tier 1 Bank)
Resource Solutions Consulting Hong Kong Limited
- Company Industries：Human Resources Management/Consultancy
Job Information
- Post Date：2020-03-30
- Career Level：Middle
- Location：Not Specified
- Qualification：Not Specified
- Salary：Base salary + high commissio
- Employment Type：Full Time, Permanent
- Job Function：Wealth Management
Job Description
- To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
- To analyze customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To work closely with branch sales staff to optimize the sales results.
- To maximize business opportunities to achieve individual sales target
- To co-ordinate and support sales events (e.g. seminars).
- To update team manager on the business progress and outlook in formulation of corresponding support strategies.
- To provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
- Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
- To comply with the guidelines listed in operation manual and IPSP on all sales process
Qualifications and Skills
- Extensive knowledge on insurance products and services
- Good communication, interpersonal and selling skills
- HKSI and IIQE licensed
Company Info
Resource Solutions is a provider of recruitment process outsourcing (RPO) solutions. Part of the Robert Walters Group, we have delivered these solutions to leading organisations since 1997. We constantly manage a recruitment budget of over £650 million on behalf of our clients, hiring more than 16,500 employees for them each year. Our business has considerable resources at its disposal, operating from a network of 53 offices in 24 countries. We work in partnership with organisations, managing everything from global accounts with demanding resourcing strategies to single sites with low recruitment volumes. As one of the original pioneers of RPO, we have a vast amount of industry expertise. This is reflected in our client portfolio, which includes everyone from major blue-chip companies to small and medium size enterprises.
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