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Insurance Specialist / Hong Kong
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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