Responsibilities

• Provide sales, training and marketing supports to HNW distribution channels, mainly international brokers
• Relationship building and business development with HNW distribution channels
• Focus on assigned sales targets
• Facilitate sales and case management with internal and external parties
• Be the subject matter expert and provide support to distribution channels, internal and external stakeholders
• Ensure a smooth process from pre-assessment to policy issuance
• Maintain good records, generate status reports for management as needed
• Support tasks / initiatives assigned by the department head from time to time

Requirements

• Over 5 years related insurance experience focusing on HNW brokerage business development, corporate sales, or marketing area
• Experience with international brokers or HNW distribution channels
• Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure
• Private banking, wealth planner, tax advisory, or trustee experience is an advantage
• Experience in premium financing
• Familiar with HNW insurance market landscape
• University degree or above
• Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP is preferable
• Result oriented with emphasis on customer and quality
• Strong interpersonal and communication skills
• Significant level of risk, sales quality, and compliance awareness
• Fluent in Cantonese, Mandarin and English
• Candidates with less experience will be considered as Senior Officer

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