Main Responsibilities:

• Work with bank relationship managers (RMs) to explore new business opportunities from Corporate Banking and Private Banking Division customers on life insurance
• Manage and maintain good business relationship with Bank Divisions and the partnering insurers
• Joint call with RMs to offer presentation to clients
• Provide proposals to the RMs and clients on life insurance, critical illness and other relevant suitable plans
• Complete the entire insurance application process for clients and follow up the post-sales service.
• Conduct market research with analysis and deliver the update of industry trends and developments to RMs
• Prepare materials for regular trainings
• Conduct product due diligence & regular assessment for product on shelves to meet compliance’s requirements
• Assist the superior to develop and enhance the workflow of life insurance business
• Assist the superior to prepare the regular meeting materials and MIS report
• Assist in ad-hoc projects as assigned by the superior

Requirements:

• Bachelor’s degree or related disciplines; Professional qualification obtained is a plus
• At least 5 years' relevant working experience in insurance industry; Work experience in Banking industry would be an advantage
• Passed IIQE Paper I and III; Paper II and V passed is an advantage
• Good command of both written and spoken English and Chinese, preferably fluent in Putonghua
• Good interpersonal, communication and presentation skills
• Proficiency in MS Office
• Able to work under pressure
• Be a good team player