Insurance Sales (Premier Greater China HNW Client Segment)

  • 40k-50k+about 6 months bonus
  • Hong Kong
  • Permanent, Full time
  • Cornerstone Global Partners
  • 13 Sep 17 2017-09-13

This role is focused on actively engaging with a portfolio of The Bank's High Net Worth Clients in order to identify their Insurance needs and then meeting those needs by providing specialized insurance solutions. We provide work visa and relocation package.

Principal responsibilities:
·Identify and capture insurance business opportunities with prompt follow up on analytically driven leads with a key focus on Non Resident Chinese customers in Hong Kong
·Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follow up
·Give specialist advice on appropriate insurance solutions to meet the insurance and protection needs of High Net Worth Non Resident Chinese customers 
·Manage an individual insurance portfolio to ensure the highest rate of customer satisfaction 
·Establish effective working relationships with other teams within the Branch and other relevant partners that impact client experience to deliver a consistent approach and application of outstanding service standard
·Work to ensure quality business referrals and referral skills among team members and proactively contribute to product knowledge and skills sharing 
·Tertiary or university level education, preferably in finance, business or a related discipline
·Proven track record experience in understanding client needs and provide life insurance solutions to clients with exposure to Non Resident Chinese clients, preferably in Bancassurance field 
·Extensive wealth management and insurance product knowledge and sales capabilities 
·Good level of English in reading and writing and fluent in Mandarin are required
·Excellent communication, interpersonal and motivational skills