Assistant Life Insurance Sales Manager

Intermediate (3-6 years)

Technical Skills

  • CRM
  • Customer Service
  • Life Insurance
  • Marketing
  • MPF
  • Sales

Job Description

Assistant Life Insurance Sales Manager

Assistant Life Insurance Sales Manager

Commercial Banking - Coporate Wealth and Sales Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Assistant Life Insurance Sales Manager.

Principal responsibilities:
  • Conduct marketing activities of life insurance business for commercial banking customers
  • Prepare insurance quotations and handle renewal of commercial banking insurance policies
  • Build and manage portfolio of insurance customers, maintain good customer relationship and provide quality after-sales services
  • Coordinate with relevant parties to promote other banking products such as MPF, general insurance and ect. to commercial banking customers
  • Minimum of 5 years relevant working experience and Diploma in related discipline OR other relevant qualifications
  • Pass in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration and passes all relevant papers of Insurance Intermediaries Qualifying Examination and Mandatory Provident Fund Intermediaries Examination within 6 months in the post
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Pleasant and outgoing character, with ability to work under pressure
  • Able to demonstrate a high sense of reliability, trust and professionalism with clients
  • Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
(Candidate with less experience may be considered for the position of Life Insurance Sales Officer.)
e-mail: [email redacted, apply via Jobable]
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelHigher Diploma / Associate Degree
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 - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station