Job ref no.: 2100011035 (CT3128478-01#0359)
Standard Chartered Bank

Senior Insurance Specialist

Standard Chartered Bank

The Role Responsibilities:

  • To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
  • To analyse 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

Our Ideal Candidate

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

Apply Now to join the Bank for those with big career ambitions.

More job information
Job ref no. 2100011035 (CT3128478-01#0359)
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
    N/A
Career Level
  • Non-management level
Education
  • N/A