Technical Representative- Insurance
CreditEase Wealth Management (HK) Limited
- Company Industries:Others
Job Information
- Post Date:2024-06-05
- Location:Yau Tsim Mong District
- Employment Type:Full time
- Others:Insurance Product TR (Brokerage)
Chinese Financial Institution (ICC Office)
Young and Dynamic Team with Competitive Packag - Job Function:Brokerage
Job Description
-We are looking for the talent for our related party (insurance broker).
JOB DUTIES
- Manage potential client referred by the group or approved business channels in a timely and professional manner
- Collaborate with business partners to provide professional insurance planning services to customers
- Manage potential client by attending to insurance advisory, sales and marketing of insurance products, insurance application, underwriting process and post sales services
- Comply with regulatory requirement and company policy on insurance brokerage activities
- Perform other ad hoc duties as required
REQUIREMENTS
- Tertiary / Diploma or above in marketing, business, and/or any related disciplines
- Passed IIQE Paper 1, 2 & 3
- Minimum 1-2 years of solid experience in selling insurance product for banks and/or insurance brokers or agents in Hong Kong
- Understand AML and KYC procedures for insurance brokerage activities
- Good interpersonal & communication skills, mandarin speaking is a must
- Familiar with MS Office applications
-Good ability and experience in meeting with customers
-Mandarin speaking candidates welcome
Company Info
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