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Senior Insurance Sales - Banking

Keywords / Skills : Senior Insurance Sales - Banking

Posted: 2019-09-20

Finance & Accounts
Relationship Manager
Posted On
20th Sep 2019
Job Ref code
Job Description
Job Description :

  • Achieve the insurance sales targets
  • 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

  • University degree in a related discipline
  • Preferably with relevant qualifications such as CFA, CFP or CFMP
  • Over 3years’ 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
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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