Job Opening

Senior Insurance Sales

Role and Responsibilities

  1. Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

  2. Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

  3. Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

  4. 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

Job Requirements 

  1. University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

  2. 3 to 5 years’ insurance sales experience

  3. Good communication, interpersonal and analytical skills

  4. Strong self-motivation and drive to succeed, with ability to work under pressure

  5. Proficiency in both English, Cantonese and Putonghua

  6. High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

(Candidates with more experience will be considered for the position of Assistant Manager, Insurance Sales; for candidates with solid exposure to Mainland market segment, we may consider to post them to Cross Border Banking Services Team.)

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