I am seeking an experienced talent to join a regional Chinese bank as an Insurance Specialist in the Retail Branch. As an Insurance Specialist/Advisor, you will be a key partner to our Relationship Managers, working together to build strong client relationships and deliver comprehensive financial planning solutions. Your expertise in a wide range of insurance products, including life, retirement, and general insurance, will be instrumental in driving the bank's insurance sales and enhancing the overall client experience.
- With massive HNW cross border and local clients for you to achieve your sales target
- Fast track progression - Transparent promotion scheme to fasten your career
- Comprehensive Staff Benefit - 20+ AL with full coverage of medical plan
Responsibilities:
- Collaborate closely with Relationship Managers to understand client needs and develop tailored financial planning propositions that incorporate insurance solutions.
- Serve as the subject matter expert on insurance products and solutions, providing guidance and support to the branch sales team.
- Lead and mentor the branch sales staff to improve their insurance product knowledge and sales skills, helping them achieve their insurance sales targets.
- Identify cross-selling opportunities to expand the insurance client base and deepen existing client relationships.
- Ensure all client interactions and sales activities adhere to the bank's policies, procedures, and regulatory requirements.
Qualifications:
- Degree holder with at least 2 years of experience in insurance product sales, with a proven track record of success.
- Possess the required licenses and certifications, including HKSI Paper 1, 7 & 8, IIQE Paper 1, 2, 3 & 5, and Certified Retail Wealth Professional (CRWP).
- Proactive, result-oriented, and with strong selling and client relationship building skills.
- Fluent in English and Cantonese, with knowledge of Mandarin preferred.
- Excellent communication and interpersonal skills to collaborate effectively with Relationship Managers and the branch sales team.
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Phoebe Lai at p.lai@gravitasgroup.com or by phone +852 3896 2532 / +852 9523 2370