You will be a key team player in supporting Bancassurance and Banking Partner(s) to achieve business goals.
Accountabilities & Responsibilities :
To achieve sales target (VC / GWP) for commercial banking (CMB) through coaching and supporting Hang Seng Bank Corporate Insurance team or their referring IMs / RMs
Build and develop effective working relationship with CMB frontlines and internal teams
Responsible for developing and conducting product and skill training modules for CMB sales team
Facilitate communication between the Bank frontline sales team and corporate clients
Provide member briefing, also to prepare and present appropriate sales material and explore sales opportunities in customer event
Provide daily sales support (including sales support materials and motivational toolkits) to drive sales process.
Handle price liaison with underwriter on new / renewed quotation process according to Bupa risk appetite
Liaise and work closely with back office to ensure excellence in service delivery.
As back up resources for Sales support officer / senior officer on quotation and client briefing / servicing
Support on Corporate Sales Hotline
To be successful in the position, you should ideally have :
An undergraduate degree
Possess valid insurance license IIQE I & II
Minimum 3-5 years of bank / insurance sales experience. Experience in medical insurance and Bancassurance highly desirable.
Ideally possess a track record of delivering on business sales target in Bancassurance
Able to communicate effectively and possess strong presentation skills
Good interpersonal skills
Good PC skill in MS Excel, Word and PowerPoint
Fluency in English and Chinese (written and spoken) is required. Mandarin is highly desirable.
Candidate with less experience will be considered as Assistant Manager.
Bupa offers 5 days work per week and comprehensive remuneration packages including base salary, performance bonus, study assistance plan, non-
contributory pension plan, life and medical benefit, dental benefit, annual leave, examination leave, etc.
Personal data collected will be used for recruitment purposes only. Only candidates selected for interviews will be contacted.
Bupa will be in touch for any opportunities that matches your profile. All personal data of unsuccessful application will be destroyed 24 months from the date of receiving the application.