Relationship Manager (Insurance Broker Business)

Responsibilities:

• Establish and develop new prospects on insurance broker business
• Follow up the potential policyholder referred by the group or approved business channels in a timely and professional manner
• Conduct Financial Need Analysis (FNA) to identify the insurance and financial need of potential policyholder
• Handle the potential policyholder on providing insurance advisory, sales and marketing of insurance products, insurance application, follow up all underwriting process and other after sales services, if any.
• Comply with regulatory requirement and group policy of insurance brokerage activities

Requirements:

• Higher Diploma or above. Degree holder is preferred.
• Passed in IIQE Paper 1, 2 & 3
• Minimum 3 years of solid experience in selling insurance product for banks and/or insurance brokers in HK
• Good knowledge of General Insurance, Life Insurance products & market trend
• Understand AML, CFT and KYC procedures for insurance brokerage activities
• Self-motivated, sales driven, customer focused and can work under pressure
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferred
• Proficient in MS Word, Excel and PowerPoint

We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.