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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

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