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Insurance specialist

Recruit Express (Hong Kong) Limited·Human Resources Management / Consultancy
Replied to 22 talents in 7 days
HK $20K-30K/Month
No degree required
No experience limit
HK work permit required
5 days per week

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Job Description

Key Responsibilities

  • Advisory: Conduct professional financial needs analysis (FNA) to identify protection gaps and recommend tailored insurance solutions (Whole Life, Universal Life, Medical, and Retirement).

  • Partnership: Collaborate closely with Branch Managers and Relationship Managers to identify potential leads and participate in joint client meetings.

  • Portfolio Management: Provide ongoing policy reviews and after-sales support to ensure high levels of client satisfaction and retention.

  • Compliance: Ensure all sales activities and documentation adhere strictly to internal policies and HK regulatory requirements (IA and HKMA standards).

Requirements

  • Qualifications: Bachelor’s degree in Finance, Business, or a related discipline.

  • Licensing: Mandatory passes in IIQE Papers 1, 2, 3, & 5.

  • Experience: Minimum 2 years of proven sales track record in bancassurance or insurance brokerage. (Senior roles available for 5+ years experience).

  • Skills: Strong communication skills in Cantonese and English (Mandarin is a definite advantage).

  • Attributes: Proactive mindset, target-oriented, and a passion for the financial services industry.


Languages
English
Cantonese
Mandarin
Skills
Banking Business

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SAM JAI
Recruit Express (Hong Kong) Limited · recruitment team
Active within 3 days

Job Location

香港-Mong Kok, Yau Tsim Mong

香港

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Direction


Company Overview
Established in 1996, we have grown to become a leading recruitment consultancy firm with 14 offices in Singapore and footprints in Hong Kong, Kuala Lumpur and Taipei. 2017 is a significant year for us as we get listed on the Singapore Stock Exchange.

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