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Insurance Specialist, Insurance



Technical Skills

  • CRM
  • Financial Planning
  • Mathematics
  • Sales

Job Description

Insurance Specialist, Insurance

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 & 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
Employment TypeFull-time
Education LevelHigher Diploma / Associate Degree to Bachelor
QualificationIIQE 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, HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station