Retail Banking –Insurance Specialist 30-45K
WallStone Partners & Company Limited
- Company Industries:Others
Job Information
- Post Date:2024-08-12
- Location:Central
- Salary:$30,000 – $40,000 per month
- Employment Type:Full time
- Others:Welcome insurance agent to apply
Basic Salary plus Quarlterly Incentive
5 Days work - Job Function:Banking - Retail Branch
Job Description
My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.
*Welcome insurance agent to applied
Job Purpose:
- To maximize the competitive advantage of the Bank’s Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.
Responsibilities:
- To make outbound calls and collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
- To analyze customers’ personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
- Will work at centralised office and to meet with clients at Branch
- To maximize business opportunities to achieve individual sales goal
- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT
Requirements:
- University Degree
- 1 years or more related experience insurance sales
- Strong knowledge of long term insurance products
- Good communication and interpersonal skills
- IIQE ,1,2,3
- With teamwork spirit
Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Ho at (852) 2562 8611/ 9168 6129
Company Info
WallStone Partners & Company Limited
Contact
-
Please login
Position | Company | Location | Update |
---|