HK - GCB - Insurance Specialist

Full Time
Junior (less than 3 years)
Higher Diploma / Foundation Year / Associate Degree to Bachelor
English, Cantonese, Mandarin (Putonghua)

Job Description

HK - GCB - Insurance Specialist

Location: APAC-HKG-Hong Kong-Hong Kong

  • To work with relationship managers in total client relationship building and financial planning propositions
  • To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance
  • To lead and support the branch sales staff to achieve the insurance goal


  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3, 4 & 5
  • Passes in Chinese or English and Mathematics in HKCEE or equivalent* is a MUST
    *All high school public examinations (such as university entry examinations) will be recognized as equivalent to HKCEE
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills

Professional Qualifications

  • IIQE 1 - Principles and Practice of Insurance Examination
  • IIQE 2 - General Insurance Examination
  • IIQE 3 - Long Term Insurance Examination
  • IIQE 4 - Investment-linked Long Term Insurance Examination
  • IIQE 5 - Travel Insurance Agents Examination
  • HKSI 1 - Fundamentals of Securities and Futures Regulation

Technical Skills

  • Client Relationship Management
  • Financial Planning