About the Company
Our client is a well-known financial institution dedicated to delivering exceptional service and they are looking for customer-focused Insurance Specialists (multiple headcounts!) to join their team to help building new relationships strengthen the existing ones.
About the Team
You will join a high-caliber team that collaborates with various stakeholders—including team leaders, customer services, and product specialists—to capture new market opportunities and drive revenue growth across the group.
About the Job
- Communicating new products, promotional offers, and relevant market insights to clients.
- Executing business strategies to boost revenue and expand distribution channels.
- Partnering with internal teams to maximize sales opportunities for the organization.
- Participating in client events and business initiatives to identify new opportunities.
- Conducting credit and customer due diligence reviews to manage risk effectively.
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Skills & Experiences Required
- University degree in Business or a related discipline.
- Proven background in sales, preferably within the mid-market sector.
- Insurance Intermediaries Qualifying Examination (IIQE) Paper 1 and Paper 3 qualifications.
- Strong commercial acumen with the ability to identify compliance and risk issues.
- Track record of working independently, managing tight deadlines, and delivering high-quality results.
- Collaborative mindset with enthusiasm for leading initiatives and achieving team goals.
- Excellent problem-solving skills and the ability to articulate business concepts in clear, non-technical terms.
- Fluency in spoken and written English, Cantonese, and Mandarin.
