Insurance Specialist - Wealth Management

Job level Middle
Location
Kowloon, Tsimshatsui
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Others
Published On 28/02/2020
Responsibilities:
  • To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
  • To analyze customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To work closely with branch sales staff to optimize the sales results.
  • To maximize business opportunities to achieve individual sales target
  • To co-ordinate and support sales events (e.g. seminars).
  • To update team manager on the business progress and outlook in formulation of corresponding support strategies.
  • To provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process

Qualifications and Skills

  • Extensive knowledge on insurance products and services
  • Good communication, interpersonal and selling skills
  • HKSI and IIQE licensed