Insurance Specialist, Manager (Sales)

Insurance Specialist | Partner with Relationship Managers | Leading MNC Bank | Up to $60,000/month

Your new company

A leading Banking Institution is seeking a motivated and customer-focused Insurance Specialist to join the team. This role offers the unique opportunity to excel your career within a dynamic banking environment, partnering with Relationship Managers, and providing tailored insurance solutions to clients while supporting broader financial goals.

Your new role

• Deliver personalized insurance consultations, including life, health, and general insurance offerings.
• Collaborate with branch staff to identify cross-selling opportunities and deepen client relationships.
• Maintain up-to-date knowledge of insurance products, compliance standards, and market trends.
• Engage with walk-in and referred clients to assess insurance needs and recommend appropriate products.
• Achieve sales targets while ensuring exceptional customer service.

What you'll need to succeed

• 2+ Years of Experience in Insurance Product Sales or as an Insurance Specialist
• Qualification holder of HKSI Papers and/or IIQE Papers
• Fluency in English, Cantonese and Mandarin is preferred
• Strong communication and relationship building skills
• Eager and proactive personality with attention to detail

What you'll get in return

• Competitive compensation package including performance-based incentives.
• Supportive team culture within a reputable financial institution.
• Ongoing training and professional development.

What you need to do now

If you are interested in this position or other Insurance positions, please send your Resume to [email protected]