Job ref no.: 1800000220
Standard Chartered Bank

Insurance Specialist

Standard Chartered Bank

Key Roles and Responsibilities

  • To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
  • To analyze customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To work closely with branch sales staff to optimize the sales results.
  • To maximize business opportunities to achieve individual sales target
  • To co-ordinate and support sales events (e.g. seminars).
  • To update team manager on the business progress and outlook in formulation of corresponding support strategies.
  • To provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process

Qualifications and Skills

  • Extensive knowledge on insurance products and services
  • Good communication, interpersonal and selling skills
  • HKSI and IIQE licensed

Rewarding good performance
To us, good performance is about much more than turning a profit. It’s about showing how you embody our core values and mantra – here for good. And if you perform well consistently, we’ll give you the rewards you deserve. Are you looking for a career that can expand your horizons? We have one.. 

More job information
Job ref no. 1800000220 (CT3114814-01#0084)
Salary
  • N/A
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
    N/A
Career Level
  • Non-management level
Education
  • Degree