Insurance Sales Lead

Insurance • Full Time • Ngau Tau Kok, Hong Kong, HK • 1d ago

Responsibilities

Proactively identify and approach high-potential clients to sell integrated banking and insurance products
Achieve individual and team sales targets
Build and maintain strong partnerships with insurers, brokers, and internal bank teams to optimize product offerings and distribution channels.
Monitor performance metrics of existing channels and propose improvements for efficiency and revenue growth.
Ensure compliance with regulatory requirements (e.g., SFC IA) during client interactions.
Conduct regular insurance related trainings for frontline and CS staffs
Conduct Life & General products due diligence preparation, approval process, deployment preparation and final launch (from product launch, workflow/system design, underwriting and post-launch review, to ensure compliance with relevant regulatory and compliance requirements)
Prepare and review various materials including but not limited to product specifications, product approval documents, policy provisions, benefit illustrations to facilitate the product development and implementation process while meeting internal product governance requirements
Ensure all program/projects are adhered to banking practice, compliance and regulatory requirement
Conduct insurance market research, insurance market trends with competitive analysis
Complete any additional Ad Hoc tasks as assigned

Qualifications & Requirements:

Education: Degree holder in Business, Finance, Economics, or related disciplines.
Minimum 3 - 5 years in bancassurance, insurance agency or insurance brokerage sales roles.
Demonstrated success in managing multi-channel distributions (retail, corporate, online).
Proven track record in client acquisition and insurance revenue generation.
Familiarity with HKMA and IA rule and regulation is essential.
Possess strong commercial thinking and business acumen. Able to highlight key compliance and risk issues that could impact business performance
Familiar on HK and China insurance market
Possess Insurance Intermediaries Qualifying Examination Paper, including paper 1, 2, 3 and 5
Possess HKSI paper including paper 1, 7 and 8
Strong communication skills in Cantonese, Mandarin, and English (written/spoken).
Ability to work independently and meet tight deadlines without compromising quality
Sensitive to number with strong analytical mindset

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via Apply Now.

Personal information collected is strictly for recruitment purpose only.

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