We are one of the leading Chinese financial institutions of wealth management and financial advisory services in the Region. We offer a full range of financial services for HNW clients to significantly enhance their portfolio. We would provide a high quality training that fosters professional development to high caliber individuals and career path development.

Job description  

1. Manage potential client referred by the group or approved business channels in a timely and professional manner
2. Collaborate with business partners to provide professional insurance planning services to customers
3. Manage potential client by attending to insurance advisory, sales and marketing of insurance products, insurance application, underwriting process and post sales services
4. Comply with regulatory requirement and company policy on insurance brokerage activities
5. 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 5 years of solid experience in selling insurance product for banks and/or insurance brokers or agents in Hong Kong
• Candidate with managerial experience can gain higher grading and a small team
• Understand AML and KYC procedures for insurance brokerage activities
• Good interpersonal & communication skills
• Fluent mandarin speaking is definitely an advantage
• Familiar with MS Office applications

We offer:

• Comprehensive on-job training provided
• Medical benefits Covering spouse and child
• Incentive trips and oversea conferences opportunity
• Excellent career path and fast-track advancement opportunities