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Posted on 2023-06-06
Wealth Planning Advisor (Insurance focused)
Job MatcherJob Highlights
- Degree Holder w/ 3-5 yrs working exp
- Qualifications in IIQE/ HKSI related areas
- Qualification in ECF is preferred
Main Responsibilities
- To identify the life insurance needs of the customers and conduct the joint call selling on various life insurance products with frontlines.
- To provide good service to our customers and provide end-to-end solutions to meet the customers' requirement with frontlines.
- To conduct the sales activities within the compliance and regulatory boundaries.
- To coordinate the sales training with designated Insurance Companies to frontline associates.
- To work out the tactical sales planning and support with DM(s)/ CMs/ BMs
- To assist frontlines to enhance the selling skills through pre-case meeting and/or joint call activities.
- To provide good service to our customers and provide end-to-end solutions to meet the customers' requirement with frontlines.
- To conduct the sales activities within the compliance and regulatory boundaries.
- To coordinate the sales training with designated Insurance Companies to frontline associates.
- To work out the tactical sales planning and support with DM(s)/ CMs/ BMs
- To assist frontlines to enhance the selling skills through pre-case meeting and/or joint call activities.
Requirements
- University graduate with 3-5 years working experience in life insurance sales.
- Qualifications in IIQE/ HKSI related areas are required.
- Qualification in ECF is preferred
- Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
- Proficient in written and spoken Cantonese, Mandarin and English.
- Proficient in MS office application.
- Qualifications in IIQE/ HKSI related areas are required.
- Qualification in ECF is preferred
- Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
- Proficient in written and spoken Cantonese, Mandarin and English.
- Proficient in MS office application.
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
To apply, please send the detailed resume By email: [via CTgoodjobs Apply Now ]
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
Skills
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Company Overview
China Construction Bank (Asia) Corporation Limited (“CCB (Asia)") is the comprehensive and integrated commercial banking platform of China Construction Bank Corporation (“CCB") in Hong Kong. CCB (Asia) offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services, treasury business and cross-border financial services, etc.
We’re inviting high caliber professionals to share our vision and mark our success together.
