Wealth Planning Advisor (Insurance focused) Wealth Planning Advisor (Insurance focused) …

China Construction Bank (Asia) Corporation Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
China Construction Bank (Asia) Corporation Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Drive sales activities to assist branches in delivering their insurance business

Principal Responsibilities:

  • Drive sales activities to assist branches in delivering their insurance business
  • Act as point of contact for all branches on insurance enquiries related to life, medical, A&H products
  • Perform joint call with relationship managers to review client portfolio and present insurance ideas to clients
  • Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve insurance sales target
  • Constant update of product knowledge on insurance products to all branches
  • Provide training and coaching to frontline associates
  • Perform portfolio review and formulate insurance strategy for high networth clients. Able to offer tailored insurance planning advice and develop insurance proposal for sophisticated clients
  • Liaise with relevant internal departments on compliance, marketing, operations and systems issues

Requirements:

  • University graduate with at least 5 years relevant sales experience in insurance products
  • Insurance qualifications with IIQE and MPF license
  • Good command of written and spoken English, Cantonese and Putongua
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling and negotiation skills
  • Proficient in MS office applications
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