Role Overview:
As an Insurance Specialist, you will drive life insurance sales by collaborating with banking partners to provide bespoke financial protection and wealth solutions for clients.
Key Responsibilities:
- Strategic Advisory: Design and present customized life insurance plans aligned with client-specific financial goals.
- Partnership: Work closely with Branch Staff and Relationship Managers to convert internal leads into successful insurance placements.
- Client Management: Lead the entire sales cycle—from initial joint meetings and follow-ups to documentation.
- Relationship Building: Foster trust-based, collaborative relationships with cross-functional business partners.
- Compliance & Standards: Adhere strictly to banking regulations and internal operational protocols.
Key requirements:
- Over 4 years in financial services, with a strong preference for those coming from Bancassurance or Insurance Specialist
- Bachelor’s degree holder
- Good command of both English and Chinese
- Strong communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
