Responsibilities

Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

Implement the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

Higher Diploma or above

Grades requiring five passes in HKCEE(MUST included: Chinese & Maths or English & Maths)

3 to 5 years' insurance sales experience

Good communication, interpersonal and analytical skills

Strong self-motivation and drive to succeed, with ability to work under pressure

Proficiency in both English, Cantonese and Putonghua

Customer centric mindset and ability to manage complex interactions effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment Advocate of openness, able to create a cohesive teamwork and inspire others High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Responsibility

Achieve insurance sales targets through collaboration with designated customer relationship manager/branch

Ensure salespeople can cross-sell various types of insurance products and provide innovative products to our customers

Through the management of compliance risks, ensuring sufficient compliance resources and providing training, cultivating a compliance culture and optimizing relationships with regulatory institutions, implement the group/bank's compliance policies

Requirements

Advanced Diploma or above

Need the results of the Hong Kong Secondary School Entrance Examination (must include: Chinese and mathematics or English and mathematics)

3 to 5 years of insurance sales experience good communication, interpersonal skills and analysis ability

Strong self-motivation and success drive, able to work under pressure

Proficient in English, Cantonese, and Mandarin

A customer-centric mindset and effective management of complex interactions demonstrate strong situational awareness