Insurance Expert - Mainlander customer

Employer
Don Nelson Recruitment Limited
Location
Hong Kong, Hong Kong
Salary
45,000
Posted
Apr 27, 2021
Closes
May 27, 2021
Ref
10858370
Job Function
Insurance
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities
  • Assist in driving the insurance business by identifying & capturing insurance business opportunities particularly the 'HNW' and the 'Mainlander' customer segment
  • Deliver 'Total retirement planning' solution to the most prestige customers particular the mainlander and 'top-tier' customer segment
  • Assist CRMs/ECRMs to identify their customers' financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
  • Explore & expand customer base for insurance products
  • Ensure all control measures relevant to the job are undertaken to minimize risk exposure

Qualifications
  • University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
  • Minimum of 4 years insurance sales experience; Exposure in universal life insurance policy would be an advantage
  • Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
  • Attain any internal standards as required by country
  • Proficiency in both English and Chinese; Fluent Putonghua preferred
  • Customer centric mindset and ability to manage complex interactions effectively

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