Insurance Specialist (Digital Bank, basic up to 40K + incentives/ B2C & B2B)
12-Jun-2026
Ref:OL02075590
Full Time
Kwun Tong
Job description
Job Responsibilities
Identify and develop new insurance business opportunities through proactive outreach and strong relationship-building with both corporate and individual clients (B2B and B2C).
Provide professional advice and customized insurance solutions to address clients’ financial planning and protection needs.
Deliver exceptional after-sales service to strengthen long-term client relationships and encourage referrals.
Ensure all sales and advisory activities comply with regulatory requirements and company policies.
Job Requirements
Preferred requirements: Degree in Business or related disciplines.
Minimum 5 years holder experience in insurance sales to corporate/individual customers, plus experience worked in banking industry will be an advantage.
Prefer with Insurance Intermediaries Qualifying Examinations (IIQE) Papers 1, 2, 3, or equivalent.
Strong product knowledge, especially in General and Life insurance, coupled with a strong business development sense.