General Insurance Sales Specialist (Bancassurance)

Our client, a well-established bank, is seeking an experienced General Insurance Sales Specialist to join their growing bancassurance team. In this client-facing role, you will serve as the dedicated general insurance advisor for the bank's customer base, partnering closely with premier insurance providers to deliver comprehensive protection solutions for both individual and commercial clients.

Key Responsibilities

• Client-Facing Advisory: Engage directly with the bank’s retail and corporate customers to assess their general insurance needs (e.g., property, casualty, motor, travel, medical, and commercial lines) and recommend tailored coverage solutions.

• Insurer & Stakeholder Collaboration: Act as the key liaison between the bank’s front-office relationship teams and partner insurance companies to structure competitive quotes, facilitate underwriting, and ensure seamless policy issuance and claims support.

• Portfolio & Pipeline Growth: Build and maintain strong, long-term relationships with existing bank customers while actively identifying cross-selling opportunities and executing targeted sales strategies to achieve revenue targets.

• Market Intelligence: Monitor industry trends, regulatory updates, and competitor offerings in the Hong Kong general insurance market to ensure the bank’s product suite remains competitive and compliant.

Requirements

• Minimum 5 years of proven sales experience in general insurance, bancassurance, or commercial/retail insurance brokerage.

• Relevant IIQE qualifications (Paper 1 & 2; Paper 3/5 as applicable) and solid knowledge of Hong Kong general insurance products and regulatory standards.

• Degree or diploma in Business, Finance, Insurance, or a related discipline is preferred.

• Strong interpersonal and consultative selling skills, with the ability to build trust with bank clients and collaborate effectively with external insurance partners.

• Results-driven, self-motivated, and comfortable thriving in a fast-paced, target-oriented banking environment.

• Fluency in Cantonese and English; proficiency in Mandarin is an advantage.