Role and Responsibilities:

• Generate sales by proactively upselling and cross-selling to existing clients
• Achieve policy persistency targets and meet renewal growth and new business production objectives through effective upselling of other products
• Maintain strong, collaborative relationships with key business partners
• Coordinate closely with other departments to ensure a smooth renewal process and efficient day-to-day account management
• Undertake any other responsibilities and duties periodically assigned by the immediate manager to meet evolving business requirements

Job Requirements:

• At least a bachelor's degree

• Minimum 4-5 years of relevant work experience

• Excellent communication skills to effectively explain complex benefit design concepts in a clear and accessible manner
• Strong interpersonal skills to liaise effectively with business partners
• Proficiency in both English and Chinese (written and spoken), with Putonghua being an advantage

Licenses and Certifications:

• Preferred to have obtained the licenses from the Insurance Authority (IA) (Papers 1, 2, and 3) or the Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
• Required to acquire a relevant license if the job involves regulated activities