Responsibilities:

• Work closely with branch sales management and sales staff on their wealth business planning to achieve business goals.
• Conduct pre-case study and engage in joint servicing / sales calls proactively with sales staff to serve the financial needs of customers
• Keep abreast of market changes and provide timely market and product update to both sales staff and customer.
• Oversee the premium financing application process to ensure compliance with regulatory requirements.
• Coordinate with credit approval departments, loan operation departments, and insurance companies to expedite application processing.
• Follow up with customers and frontline staff to provide updates on the application status.
• Provide technical and skill coaching to sales staff within designated area/branch to uplift the professionalism and selling skills of sales staff
• Work in collaboration with QA Team and Area Managers to support and contribute to sales & service quality improvement.

Requirements:

• University degree in Business Administration or related discipline
• Minimum 3 years of insurance or loan sales experience
• Solid knowledge in insurance and loan products as well as familiar to loan product regulatory requirement
• Process recognized insurance qualification of IIQE Papers 1 & 3
• Strong business acumen, detail-oriented and possessing strong analytical skills
• Good team-player and able to work independently with effective coaching and interpersonal skills
• Strong presentation skills with knowledge in using various presentation tools (apart from PowerPoint)
• Sound knowledge of PC application software such as MS Word, Excel, PowerPoint and Chinese Word Processing
• Candidates from Loan Department of Insurance Company or Financial Industry are welcome 

We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.