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]
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