Insurance Specialist / Deputy Insurance Specialist
Core
Achieve insurance sales targets and provide professional wealth management services to strengthen customer relationships.
Role type
Insurance Specialist / Deputy Insurance Specialist
Builds
Insurance products and wealth management solutions
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance sales, wealth management, bancassurance operations, IIQE qualification, HKSI qualification, general banking knowledge
Preferred skills
Cantonese, Mandarin, English, independent work, high-pressure environment
Technologies
None stated
Responsibilities
Achieve individual and branch insurance sales targets, provide professional wealth management services, fulfill customer all-round insurance needs, conduct training for branch network to improve insurance selling ability
Seniority
Mid-level, 2+ years experience