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Insurance Specialist

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Job Industry Insurance
EMPLOYMENT TYPES Full Time
SALARY 23k-35k
LOCATION Hong Kong
Date posted 2020-12-01
Job Ref. IFWD20201201A

Job Responsibilities:

  • Collaborate with Bank branch sales staff to provide professional insurance planning services to customer through conducting meeting with customers
  • Analyze customer’s personal financial situation and identify their needs; and recommends life insurance products to best suit their needs
  • Work closely with branch manager and line manager to optimize the sales result
  • Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base
  • Comply with the guidelines on all sales process

Job Requirements:

  • At least  2 years relevant experience
  • Extensive knowledge on insurance products and services, knowledge on critical illness and medical plan is an advantage
  • Good communication, interpersonal and selling skills
  • IIQE Paper 1, 2, 3 & 5 (whereas Paper 2 & 5 are optional)
  • Fluent mandarin speaking is definitely an advantage
  • Form 5 graduate or above, Degree Holder is preferable but not a must

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