Assistant Insurance Sales Manager

Full-time
Junior (less than 3 years)

Technical Skills

  • Compliance
  • Life Insurance
  • Sales
  • Training

Job Description

Assistant Insurance Sales Manager


Assistant Insurance Sales Manager

Retail Distribution - Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 1250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our Distribution Management Department as Assistant Insurance Sales Manager.

Principal responsibilities:
  • Achieve the assigned sales targets for Universal Life insurance business by collaboration with the assigned Customer Relationship Managers/branches
  • Bloom the Universal Life insurance business by uncovering any potential needs for high net worth segment
  • Ensure sales staff are capable to cross-sell life insurance products
  • Implement the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators
Requirements:
  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • 2 to 5 years' insurance sales experience
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Apply Now
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Employment TypeFull-time
Career LevelJunior (less than 3 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder
LanguageEnglish, Cantonese