Wealth Planning Advisor (Insurance focused)
China Construction Bank
Hong Kong
14小时前

Main Responsibilities :

  • To identify the life insurance needs of the customers and conduct the joint call selling on various life insurance products with frontlines.
  • To provide good service to our customers and provide end-to-end solutions to meet the customers requirement with frontlines.
  • To conduct the sales activities within the compliance and regulatory boundaries.
  • To coordinate the sales training with designated Insurance Companies to frontline associates.
  • To work out the tactical sales planning and support with DM(s) / CMs / BMs
  • To assist frontlines to enhance the selling skills through pre-case meeting and / or joint call activities.
  • DisplayQualifications("- University graduate with 3-5 years working experience in life insurance sales.

  • Qualifications in IIQE / HKSI related areas are required.
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
  • Proficient in written and spoken Cantonese, Mandarin and English.
  • Proficient in MS office application.
  • Requirements : - University graduate with 3-5 years working experience in life insurance sales.

  • Qualifications in IIQE / HKSI related areas are required.
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
  • Proficient in written and spoken Cantonese, Mandarin and English.
  • Proficient in MS office application.
  • Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

    All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

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