AVP/ Manager, Business Development & Promotion (Insurance Broker)

Shanghai Commercial Bank Ltd • Full Time • Hong Kong, Hong Kong, HK • 20h ago

Responsibilities:

Perform sales activities of life insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business as well
Proactively communicate and establish good relationship with business partners and internal stakeholders to ensure business & processes alignment, also drive desired results of life insurance business
Collaborate with the Relationship Managers of Retail and Corporate Banking to explore and develop insurance business opportunities of the Bank’s customers for achieving the assigned sales targets
Perform regular visits and provide professional mentorship to frontline whenever appropriate to establish business growth and maximize new business opportunities
Enlarge the total number of referrals and motivate the scale to eventually develop to high-net-worth and untapped customer market
Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
Monitor and maintain good records for life insurance referral & business performance, closely follow up with status, generate reports for the Management as needed
Provide support on the onboarding process for premium financing & obtain gatekeepers clearance to comply with relevant regulatory requirements
Assist in ad-hoc projects and duties as assigned by the superior

Requirements:

University graduate with at least 4 years of relevant experience in the insurance industry, preferably with banking and/broker experience
Proven insurance sales experience will be a definite advantage
Sound knowledge of life insurance products, premium financing, underwriting processes, and regulatory requirements
Strong presentation, interpersonal, negotiation, and problem solving skills, with good understanding of the Bancassurance/ brokerage market
Ensure sales quality, compliance and regulatory requirements are met
Good command of spoken and written English and Chinese, including Putonghua
Proficiency in using MS Office applications e.g. Word, Excel, and PowerPoint

The employment is subject to Mandatory Reference Checking Scheme. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks) .

We offer competitive remuneration commensurate with candidate’s background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking “Apply Now” or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.

We are an equal opportunity employer.

Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.

Similar Jobs

Wealth Management Internship Program (Welcome Fresh Graduates)

AMG Financial Group Limited • Full Time • Wan Chai, Hong Kong, HK • 12h ago

Insurance Full Time

Welcome Fresh Graduates 5 days work *Flexible Working Hour* Wealth Management related Join our Team at AMG Financial Group! You’ll learn from experienced mentors , gain real client insights , and build a solid foundation...

12h ago

Apply

Assistant Claims Executive / Claims Executive - Claims Dept.

China Ping An Insurance (HK) Co., Ltd. • Full Time • Ngau Tau Kok, Hong Kong, HK • 12h ago

Insurance Full Time

Double pay + discretionary bonus Career Progression Job Description: Handle motor insurance claims as majority, and other general insurance claims whenever required Conduct assessment and investigation with relevant part...

12h ago

Apply

Application Development Manager (Life Insurance)

Bank of China (Hong Kong) Limited • Full Time • Hong Kong, Hong Kong, HK • 20h ago

Insurance Full Time

Job No.: 499207 Employment Type: Full time Departments: Information Technology Department Job Functions: Information Technology Responsibilities Participate in business applications development and enhancement Perform fe...

20h ago

Apply

Agency, Intern

AIA Hong Kong and Macau • Full Time • Hong Kong, Hong Kong, HK • 20h ago

Insurance Full Time

FIND YOUR 'BETTER' AT AIA We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us. We believe in empowering every one of our people to find their 'bett...

20h ago

Apply

Manager / Assistant Manager, Business Development (General Insurance)

Shanghai Commercial Bank Ltd • Full Time • Kai Tak, Hong Kong, HK • 20h ago

Insurance Full Time

Work closely with business units and branches Formulate and execute the business strategic plan Offer rate and terms & conditions in accordance to the guidelines Responsibilities: Work closely with business units and...

20h ago

Apply

Policy Servicing Manager (Employee Benefits)

AXA Hong Kong and Macau • Full Time • Wong Chuk Hang, Hong Kong, HK • 20h ago

Insurance Full Time

About AXA Hong Kong and Macau AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 52 markets and serving 92 million customers worldwide. Our purpose is to act for human progres...

20h ago

Apply

Officer, Business Support (Corporate Banking)

Shanghai Commercial Bank Ltd • Full Time • Central And Western District, Hong Kong, HK • 20h ago

Insurance Full Time

Assist in daily operations Manage the application documents filing system Support projects and system enhancements Responsibilities: Provide comprehensive and proactive support to Relationship Managers in delivering high...

20h ago

Apply

Manager, Policy Administration (Insurance Broker)

Shanghai Commercial Bank Ltd • Full Time • Kai Tak, Hong Kong, HK • 20h ago

Insurance Full Time

Reporting to the Team Head of Life Business Operations Handle the end-to-end process and follow-up of new insurance policies Manage underwriting progress and policy data as well as after-sales Responsibilities: Reporting...

20h ago

Apply

Assistant Vice President / Manager, Business Operations (Insurance Broker)

Shanghai Commercial Bank Ltd • Full Time • Kai Tak, Hong Kong, HK • 20h ago

Insurance Full Time

Support the Responsible Officer and Head of Insurance in life business reporting Develop and recommend appropriate initiatives to drive Provide support on operations and application processing Responsibilities: Support t...

20h ago

Apply

(Senior) Relationship Manager - Wealth Management

Delta Asia Wealth Management Limited • Full Time • Wan Chai, Hong Kong, HK • 20h ago

Insurance Full Time

Attractive Basic Salary + Competitive Commission; 15-20 days AL & Birthday leave Structured training program with Comprehensive products platform IANG / QMAS / TTPS Visa candidates are welcome At Delta Asia Financial...

20h ago

Apply