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AVP, Insurance Specialist

Hong Kong
OCBC

Published on www.allthetopbananas.com 04 Mar 2025

- To provide on-site sales support for insurance business - To enhance the insurance selling skills of the frontline sales staff - Collaborate with insurance product team to support the ongoing insurance sales activity and product launch - Support Branch Manager on exploring life insurance business strategy from branch portfolio - Provide coaching to branch sales staff in life insurance business - Conduct joint call with branch sales staff to facilitate the selling and close deal - Host workshop/clinic to uplift sales performance of individual sales staff - Enhance the know-how of salespersons on AML, compliance and regulatory related items Requirements - University degree in Finance, Economics or related disciplines - 8-10 years banking experience in retail life insurance business sales/coaching - Pass in HKSI and IIQE Licensing Examinations - Preferably with CRWP, CFA or CFP qualifications - Strong sales driven, result-oriented with good communication skills - Proficiency in both written and spoken English, Chinese and Putonghua Seniority level
Mid-Senior level Employment type
Full-time Job function
Banking
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