Job Highlights:

1. Welcome Insurance Agent

2. 2 years Insurance selling experience 

3. Fast track promotion and High quarterly incentive

Responsibilities: 

• Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment

• Assist Relationship Manager to identify their customers’ financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them

• Explore & expand customer base for insurance products

• Ensure all control measures relevant to the job are undertaken to minimize risk exposure

• Maintain the Group’s/ Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring

Requirements:

• University graduate, preferably with professional qualifications such as CFP or CFA

• Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer

• Minimum of 2 years insurance sales experience