Insurance planning consultant

Department overview: The team's service scope includes insurance planning, etc.

Working location: Hong Kong

Duties include:

1. Responsible for the screening, evaluation and introduction of global insurance products, and assisting in the formulation of the company's product strategy.

2. Continuously monitor the new product dynamics of various insurance companies, conduct market research and competitive product analysis.

3. Create product marketing materials, training slides, lead internal and external product training, and enhance team professional skills.

4. Support customer salons, product roadshows, etc. market activities, assist product operation and promotion.

5. Maintain good communication with insurance companies and partners, and promote product cooperation landing.

Position requirements

1. At least 5 years of experience in the Hong Kong insurance industry, familiar with the global insurance market and product system.

2. Applicants with product analysis, market research or product operations related experience are preferred.

3. Familiar with mainland China's customer needs and market environment.

4. Have strong logical analysis skills, writing skills and cross-departmental collaboration abilities.

5. Applicants with insurance, trust, and wealth planning related qualifications (such as IIQE, STEP, CFP, etc.) are preferred.