Assistant Manager, Insurance Sales

role overview:
Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators


Ideal Profile:
University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
3 to 5 years’ insurance sales experience
Good communication, interpersonal and analytical skills
Strong self-motivation and drive to succeed, with ability to work under pressure
Proficiency in both English, Cantonese and Putonghua
Customer centric mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Advocate of openness, able to create a cohesive teamwork and inspire others
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers