VP, District Insurance Specialist (Team Lead)
WallStone Partners & Company Limited
Hong Kong, Hong Kong

Our client is a top-tier banking with strong presence in Hong Kong. To cope with business growth, they are inviting experienced candidates to join the retail banking team.

Responsibilities :

  • Lead and supervise a team of Insurance Specialists in referral making and cross-selling insurance products
  • Manage team’s overall performance and quality to meet the business target
  • Enhance the team’s selling and servicing skills through training, coaching and case sharing
  • Ensure the team to fully comply with the regulatory requirements, internal policies and procedures
  • Work closely with marketing and other support departments on strategies, plans and related procedures and processes to achieve revenue, product penetration and customer satisfaction goals
  • Manage the overall insurance sales figure preparation and analytics, provide sales strategies with senior management for business planning
  • Qualifications :

  • University graduate
  • At least 5 years of relevant experience on insurance selling and leading insurance sales team
  • Licensing qualifications Licensed in HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3 and 5
  • Certified Retail Wealth Professional (CRWP) is preferred
  • Sound knowledge of insurance industry and products
  • Aggressive and result-oriented
  • Strong leadership, negotiation, communication and interpersonal skills
  • Knowledge of applyMicrosoft office e.g. Word, Excel, Powerpoint is a must
  • Good command of English and Cantonese
  • Interested parties, please click on below button "Apply Now". For a confidential discussion, please contact Carrie Yeung 6652 1600


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