Responsibilities
- Relationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.
- Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.
- Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.
- Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and guiding them through underwriting standards, Financial Needs Analysis (FNA), and submission processes.
Requirement
- Education: Bachelor’s degree or higher in a relevant field.
- Licensing: Active pass in IIQE Paper 1 & 3 (or equivalent certifications).
- Track Record: 5 years of experience working for the life insurance broker channel or in life broker.
- Languages: Fluency in Cantonese, English, and Mandarin is essential.