Insurance Specialist, Banking

Job level Entry
Work exp No work experience
Education Associate Degree
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Retail Banking / Branch Banking
Published On 17/01/2022
ref. 49133_85802

Our client is one of the Leading bank in Hong Kong and is now looking for an insurance specialist to support their wealth management and financial services.


  • Provide financial planning services to customers with recommendations on wealth and protection insurance products
  • Make outbound calls and collaborate with channels partners to generate appointments
  • Support end-to-end insurance service which includes customer needs identification, solution recommendations, application fulfilment and follow up
  • Will work at centralised office and to meet with clients at Branches
  • Provide quality after-sales to solicit customer relationship


  • Minimum 1 year insurance sales experience
  • Passed IIQE Paper 1, 2, 3
  • Strong sales, analytical and interpersonal skills
  • Candidates from insurance agencies with a stable career is also considered

Click "Apply Now" to apply for this position or call Hedy Lee at +852 3180 4959 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.