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Insurance broker

VENTURE BUSINESS ADVISORY SERVICES LIMITED·Management Consultancy / Service
Part Time
HK$ *****
Diploma of Secondary School
No experience limit
HK work permit required
More than 8 hours/day, 5 days per week

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Job Description

  • Welcome current insurance Broker or insurance company staff to join, do not worry about the impact of the new commission system for insurance brokers in 2026, and ensure existing income and rights.

  • Provide a complete cold market (stranger market) expansion strategy and execution process, assist brokers effectively reach potential customers, and improve the closing rate.

  • Equipped with a brand new AI intelligent system, supporting customer analysis, needs diagnosis and policy planning, greatly saving administrative work time and improving professional service quality.

  • Enjoy one-on-one team secretarial support, assist with handling file preparation, appointment scheduling and follow-up, allowing real estate agents to focus on business development and customer management.

  • Continuously provide market trend analysis, product knowledge training and sales skills reinforcement information to help you grow steadily and build your personal brand.

Work requirements

  • Have insurance broker qualifications or have obtained relevant financial qualifications, familiar with life insurance or property insurance products.

  • Applicants with insurance sales experience are preferred, but newcomers are not excluded as long as they have a proactive and enthusiastic spirit of exploration and service.

  • Willing to accept new tools and technological assistance, able to operate basic computer systems and learn to use AI platforms for customer management.

  • Have good communication skills and sense of responsibility, be able to work independently and cooperate with the team to achieve goals.

  • Emphasize professional ethics, honesty and integrity, and provide professional financial planning advice based on customer needs.

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Languages
Cantonese
English
Mandarin
Skills
Claim Settlement
Financial Consultancy
Client Communication

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ALAN ZHANG
VENTURE BUSINESS ADVISORY SERVICES LIMITED · 财富管理经理

Company Overview
VENTURE BUSINESS ADVISORY SERVICES LIMITED(Venture Private Advisory)

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