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Job Opening

Vice President II, Life

Roles and Responsibilities

  1. Proactively identify new business opportunities and provide excellent direct sales services to customers, engaging Commercial Banking Relationship Managers and or other frontline partners. Convert these opportunities into real income at a high closing ratio with revenue targets being regularly achieved or exceeded

  2. Manage the department's key relationships by providing excellent after sales service and identifying untapped business opportunities, thereby growing maximizing customers' Investment and Insurance wallet share in accordance with customers' requirement

  3. Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships

  4. Work with Commercial Banking Relationship Manager closely on a day to day basis to build trust and rapport. Ensure Relationship Manager's are aware of and comfortable in making business referrals to them and respond to their referrals requests in a timely manner.

  5. Provide professional advice to internal and external customers on how Investment and Insurance can fulfill business requirements

  6. Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experienced team members to jointly achieve sales and targets as a team

Job Requirements

  1. Solid years of sales experience for insurance and investment products

  2. Insurance Intermediaries Qualifying Exam, paper 1, 2, 3 and 5 or possess certain insurance qualification according to the regulatory requirement

  3. Hong Kong Securities and Investment Paper 1,7 and 8 or possess certain investment wealth management qualifications according to the regulatory requirement

  4. Strong interpersonal, sales and communication skill. Good Computing skills

  5. Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage

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