*** Key Responsibilities ***
- Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
- Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
- Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
- Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators
*** Key Requirements ***
Must-have
- Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable)
- Proficiency in both verbal and written English, Cantonese and Putonghua
- Customer centric mindset and ability to manage complex interactions effectively
- HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience
Good-to-have
- University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
- Good communication, interpersonal and analytical skills
- Strong self-motivation and drive to succeed, with ability to work under pressure
- Shown strong situation awareness, strong desire to learn and able to work in Agile environment
- Advocate of openness, able to create a cohesive teamwork and inspire others
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
***Key Selling Points***
- Excellent growth opportunities in career path advancement
- Working location: to be determined after training
- Birthday Leave
- Staff Mortgage upon completion of 6-month probation
- Medical Insurance
- Maternity Leave
