Insurance Specialist
Core
Partner with relationship managers to build client relationships and sell a full scope of insurance products including whole life, universal life, endowment plans, retirement planning, and general insurance.
Role type
Insurance Specialist (Sales)
Builds
Insurance products and financial planning propositions for consumers, corporations, governments, and institutions.
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Insurance product sales, client relationship building, financial planning, sales execution
Preferred skills
Certified Retail Wealth Professional (CRWP), Mandarin language proficiency
Technologies
HKSI Paper 1, 7 & 8, IIQE Paper 1, 2, 3 & 5
Responsibilities
Partner with relationship managers in total client relationship building, serve clients in complete scope of insurance products, lead and support branch sales staff to achieve insurance goals
Seniority
Mid-level, sales contributor