Treasures Bancassurance Specialist, Consumer Banking Group
Core
Promote and sell bancassurance products to bank customers through cross-selling and financial needs analysis.
Role type
Bancassurance Specialist (Product Sales)
Builds
Bancassurance insurance products and financial solutions
Domain
Consumer Banking / Insurance
Deliverable
product features
Required skills
Insurance sales, financial needs analysis, cross-selling, regulatory compliance, Mandarin, English
Preferred skills
CI – CRWP (ECF-RWM) registration
Technologies
HKSI Licensing Examination Papers 1, 7 & 8; IIQE papers 1, 2*, 3 & 5
Responsibilities
Acquire new bancassurance business via cross-selling and referrals, conduct financial needs analyses, manage the full sales cycle, introduce products and risks, provide feedback on marketing strategies, ensure compliance with regulatory codes and internal policies, process customer requests, investigate and resolve complaints.
Seniority
Mid-level, hands-on IC