Technical Representative-Life Insurance Brokerage
水滴金融服务(香港)有限公司
- Company Industries:Others
Job Information
- Post Date:2024-06-22
- Location:Tsim Sha Tsui
- Employment Type:Full time
- Others:Have annual leave,Mandatory Provident Fund,Have health insurance
Weekend off - Job Function:Brokerage
- Benefits:Annual bonus,Quarterly performance bonus,Fixed monthly salary
Job Description
Job Responsibilities岗位职责:
- Responsible for reception of incoming guests;
- Check customer information and make customer KYC;
-Prepare client signature file;
-Meet with customers and explain the product structure and instructions;
- Assist customers to handle and fill in the signature list documents;
- Accompany the customer to complete the signing process (if the signing place is other partner companies);
- Cooperate with the client to complete the commission verification process of the guarantee company;
- Complete the system upload of protection sheet data and the interaction of the next process;
-负责来客的接待;
-核对客户信息,做好客户KYC;
-准备客户签名文件;
——与客户见面,讲解产品结构和使用说明;
-协助客户办理及填写签章清单文件;
-陪同客户完成签约过程(如签约地点为其他合作公司);
——配合客户完成担保公司的委托核查流程;
--完成保护单数据的系统上传及下一流程的交互;
Job Requirements职位要求:
- Long-term life insurance business license holder;
- More than 2 years relevant working experience;
-Familiar with the insurance signing process;
-Familiar with the structure of each insurance product;
- Good ability and experience in meeting with customers \ customer acceptance;
- Good policy sales skills, and can work together to promote the ultimate success of the policy;
-长期经营人寿保险业务许可证持有人;
-2年以上相关工作经验;
-熟悉保险签署流程;
——熟悉每种保险产品的结构;
-良好的客户接待能力和经验;
-良好的保单销售技巧,并能共同推动保单的最终成功;
Company Info
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