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Education level
Benefit
Industry

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$18K-30K/Mth

Platform for potential to shine, open to various career stages.

Perform in-depth needs assessments, research, and evaluate insurance market.

Maintain good business relationship with channels, excellent communication skills.

互幫集團有限公司

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Insurance Agent

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Wantong Trust
Financial Services
Posted within 3 months
HK $20K-50K/Month
Bachelor
No experience limit
Work visa required
Full Time
Negotiable working days

Send application message

Job Description
Job Responsibilities
  • Identify and prospect potential clients through networking, referrals, and outreach activities to sell life, health, property, and casualty insurance products
  • Assess clients』 insurance needs and recommend appropriate coverage options tailored to their personal or business requirements
  • Maintain accurate records of client information, policy details, and sales activities in compliance with company and regulatory standards
  • Provide ongoing customer service by assisting clients with policy renewals, changes, claims filing, and resolving inquiries in a timely manner
  • Stay current on insurance products, market trends, and state regulations to ensure professional knowledge and compliance in all sales practices
Requirements
  • Valid state insurance license or the ability to obtain one within a specified timeframe; multiple lines of authority are a plus
  • Strong communication, interpersonal, and negotiation skills to effectively engage with clients and close sales
  • Self-motivated with the ability to work independently, manage time efficiently, and meet or exceed sales targets
  • Prior experience in insurance sales or related fields is preferred but not required for candidates demonstrating strong sales aptitude
  • Proficiency with computers and CRM software for managing client relationships and tracking sales performance
Benefits
  • Competitive commission structure with opportunities for uncapped earnings based on performance
  • Comprehensive training programs to support product knowledge, licensing preparation, and sales development
  • Access to a broad portfolio of insurance products from reputable carriers to best serve client needs
  • Flexible work schedule with the autonomy to build and manage a personal book of business
  • Opportunities for career advancement into leadership, agency management, or specialized sales roles

Languages
Cantonese
English
Mandarin
Skills
Investment Banking
Retail Banking
Banking Products

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Judy Ng
Wantong Trust · 分行經理

Job Location

Causeway Bay-Causeway Bay, Wan Chai

Causeway Bay

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