銀行保險專員 Banking Insurance Specialist (Basic $21k-$90k/mth) 歡迎保險Agent

歡迎有 保險 經驗轉行, 有明確晉升path

📍 Location: Kowloon/ HK Island / NT
🏦 Client: A Leading International Bank
💼 Department: Retail Banking – Wealth Management (Branch-Based)

📝 Responsibilities

• Work closely with Relationship Managers to generate appointments and deliver professional insurance planning services through customer meetings

• Analyze customers’ personal financial situations, identify their financial service needs, and recommend wealth and protection insurance products tailored to their requirements

• Operate from a centralized office and meet clients at various branch locations

• Maximize business opportunities to achieve branch sales targets

• Provide quality after-sales service to maintain customer relationships and generate referral business to expand the customer base

✅ Requirements:

• 歡迎有 保險 經驗轉行, 有明確晉升path

• Welcome candidates without prior branch experience, training will be provided.

• Minimum 1 year of experience in banking / insurance preferred.

• Holder of IIQE Papers 1, 2, 3 and HKSI Papers 1, 7, 8 (or willing to obtain).

• Eager to develop a career in wealth management and frontline relationship management.

• Strong interpersonal and communication skills.

• Fluent in Cantonese, English, and Putonghua.

For a confidential discussion, please WhatsApp Sienna Wong at 6061 8739.