53 Insurance Agent jobs in Hong Kong

About the role

This is a full-time, hybrid role located in Tsim Sha Tsui. The Wealth Management Manager will be responsible for providing consultations, comprehensive financial planning services, including passive income generation and retirement planning, managing insurance portfolios, and offering advice to clients to help them achieve their financial goals. Day-to-day tasks include meeting with clients, understanding their financial needs, developing tailored financial plans, and expanding your network.

• Provide consultations and comprehensive financial planning services
• Assist with passive income generation and retirement planning
• Manage insurance portfolios and advise clients on financial goals
• Meet with clients, understand financial needs, develop tailored financial plans, and expand network

• Strong skills in Financial Planning and Finance
• Expertise in Investment Management and Investments
• Knowledge of Insurance products and services
• Excellent analytical and problem-solving abilities
• Proven client relationship management skills
• Good time management skills and ability to prioritise different tasks
• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Relevant IIQE qualifications are a plus
• Fluency in English and Cantonese or Mandarin is beneficial

• Solid career advancement path
• Supportive team and culture
• Training and learning opportunities
• Performance-based incentives
• Being part of an excellent financial institution

• Entry level

• Full-time

• Sales and Business Development

Employer Ref:

Recruit Ref: L

Posting Date:

CC Consultant Company

1. 銀行分行網絡模式,獲持續源源不絕客源拓展配套

2.⁠ ⁠職簽約獎金

主管/經理享加盟簽約花紅及業績分紅。

3.⁠ ⁠晉升加速通道

銀行/保險人才可晉身分行管理層,配套具競爭力薪酬、奬金

4. 平衡・绽放假期组合

生日假 + 結婚假 + 陪產假 + 進修考試假 + 公司激勵旅遊

Insurance Agent 保險代理

我哋係香港保險代理金奬得主嘅Team,

專收DSE畢業生,18歲都做得

唔使經驗、唔使學位,

只要你夠膽、想賺錢,就得

做我哋有咩好?

時間自己話事朝晏晝瞓到幾時都得,想去旅行即刻飛

人工冇上限第一單已經賺到幾萬,之後仲有續保年年收錢

贏比賽拎名車、歐洲遊、甚至私人飛機都得

3個月拎到IIQE牌,免費培訓、導師一對一跟住你

你係咪我哋要搵嘅人?

• 18-22歲,啱啱考完DSE

• 唔想再讀書,想快啲搵錢

• 鍾意同人傾偈,唔怕陌生人

• 想自由、想型、想有地位

即刻行動

WhatsApp 打「DSE理財」過嚟,即刻約你出嚟傾偈,睇下啱唔啱入行。

Send CV, 機會唔等人

Industry:

Insurance

Job Category / Function:

Insurance (Business Development)

Insurance (Insurance / Broker)

Job Position Level:

General

Employment Term:

-

Min. Edu. Level Req:

DSE

Minimum QF Level attained:

-

Total Working Exp:

-

Salary(HKD):

• (Monthly)

Location:

Kwai Tsing District / Tsing Yi

Benefits:

5-Day Work

Bank Holiday

Birthday Leave

Bonus for a recruit / new joiner

Education Allowance

Flexible Working Hours

On-the-job training

Performance Bonus

Promotion

Transportation Allowance

Travel Allowance

Work From Home

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.

*Welcome insurance agent to applied

Job Purpose:

• To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

• Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
• To analyze customers' personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
• Will work at centralised office and to meet with clients at Branch
• To maximize business opportunities to achieve individual sales goal
• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
• To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

• University Degree
• 1 years or more related experience insurance sales
• Strong knowledge of long term insurance products
• Good communication and interpersonal skills
• IIQE 1,2,3
• With teamwork spirit

My client is a top leading banking with strong branch network in Hong Kong, Currently they are seeking talented Insurance Specialist to drive their business.

*Welcome insurance agent to applied

Job Purpose:

• To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities:

• Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
• To analyze customers' personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
• Will work at centralised office and to meet with clients at Branch
• To maximize business opportunities to achieve individual sales goal
• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
• To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT

Requirements:

• University Degree
• 1 years or more related experience insurance sales
• Strong knowledge of long term insurance products
• Good communication and interpersonal skills
• IIQE ,1,2,3
• With teamwork spirit

Interested parties, please click on below button "Apply Now". For a confidential discussion, please contact Andy Ho

On behalf of an international commercial and investment bank we are seeking an experienced business development professional who has a demonstrable track record of identifying and on-boarding UHNW and HNW clients.

Salary: HKD 60,000 – 80,000 per month depending upon experience + bonus

What this role requires:

• Excellent understanding of the private banking / wealth management industry in Hong Kong and China.
• Demonstrable track record of acquiring new clients.

NB – if you come from other areas of financial services but have the requisite client base / contact list we would still be happy to speak.

Role:

• Develop and implement strategies to attract and acquire new HNIs/ UHNI clients.
• Actively source leads through personal, professional networks, high-profile events, external partnerships with Tax Consultants, Accounting firms, Lawyers, Corporate Service Providers, IFAs, EAMs and other market referrals.
• Serve as the primary contact for prospective clients throughout the acquisition and onboarding process.
• Work closely with head office to facilitate on-boarding and marketing etc.

Requirements:

• 7+ years in private banking, wealth management, or similar
• Extensive contact base across U/HNW clients
• Bachelor's degree, or higher, in finance, business or related area
• Deep understanding of Hong Kong's regulatory environment and rules.
• Fluency in both English and Mandarin is required with Cantonese and/or other regional languages beneficial.

In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 20,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.

Worldwide, BNP Paribas has a presence in 64 markets with more than 178,000 employees. It has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.

• excluding partnerships

BNP Paribas offers you an exciting career in an international business environment that is fast-paced, diverse and focuses on creating high-value relationships with our clients. We offer competitive salary and benefits, as well as a working environment where you're valued as part of the team.

(Opens in a new tab)

2026 APAC Long Internship (Jan - Jun) – Wealth Management, Segmentation Strategy and Client Acquisition - Hong Kong

For: Undergraduate students in any disciplines from a recognized university

Duration: 6 months

Start date: January 2026

Location: Hong Kong

Candidates with more than one application will not be processed – You are encouraged to review the different business lines and working locations before applying.

What you can expect?

Induction

You will be provided with a comprehensive induction, where you will be immersed in group training and discover more about the BNP Paribas Group.

Training

From day one, you will start your business specific technical and financial training, alongside personal skills development aimed at equipping you with the knowledge you need to get you the best possible start in your career. Working alongside our teams of industry leading specialists, you will gain on-the-job training throughout your 6 months programme taking you along a development path to build your expertise and broaden your base of skills.

What you will do?

The Segmentation Strategy and Client Acquisition team plays a pivotal role in driving the implementation of client segment strategies in WM Asia to enhance our competitiveness and maximize business opportunities across the relevant client segments, aligning with the business priorities.

The incumbent will support the team in business initiatives, including commercial reviews, report preparation, projects and events.

In Segmentation Strategy and Client Acquisition team, you will:

Contribute fresh perspectives on tactical initiatives.

Contribute to projects and initiatives for segmentation strategy and client acquisition (e.g. prospecting governance, tracking of segment KPIs, client interview coordination and analysis)

Data collection, analysis and report preparation

Client events planning and support

Good working attitude and willing to accept new tasks

Agile, able to adapt to a rapidly changing environment

Ability to handle stressful situations and remain calm

Attention to details and excellent organization skills

Proactive and creative in developing new ideas, have the desire to explore new concepts and new ways of executing various tasks

Good analytical and problem-solving skills

Good interpersonal and communication skills and able to operate independently and effectively

A Career with Hang Seng Bank

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

We are currently seeking high caliber professionals to join our department as Senior Insurance Sales.

Principal responsibilities

• Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
• Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
• Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
• Implement the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

• University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
• Proven experience in insurance sales
• Good communication, interpersonal and analytical skills
• Strong self-motivation and drive to succeed, with ability to work under pressure
• Proficiency in both English, Cantonese and Putonghua
• Customer centric mindset and ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• Advocate of openness, able to create a cohesive teamwork and inspire others
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

Position Overview

We are seeking an energetic and results-oriented Insurance Sales Representative to focus on cross-selling various insurance products such as Motor insurance, motorbike insurance, and personal accident insurance etc. via telecom marketing. The ideal candidate will have a strong understanding of insurance products, excellent communication skills, and a knack for building relationships over the phone.

Key Responsibilities:

• Conduct outbound calls to prospective and existing clients to promote and cross-sell a suitable insurance product to the clients.
• Identify customer needs and recommend suitable insurance solutions.
• Collaborate with the motor sales team to create effective telecom marketing campaigns and customer services.
• Achieve and exceed sales targets and key performance indicators.

Qualifications:

- Proven experience in insurance sales or a related field, with a focus on cross-selling (telecom) preferred.

- Strong understanding of various insurance products (e.g., health, auto).

- Excellent verbal communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Results-driven with a strong commitment to customer satisfaction.

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

We are currently seeking high caliber professionals to join our department as Senior Insurance Sales.

Principal responsibilities

• Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
• Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
• Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
• Implement the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements

• University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
• Proven experience in insurance sales
• Good communication, interpersonal and analytical skills
• Strong self-motivation and drive to succeed, with ability to work under pressure
• Proficiency in both English, Cantonese and Putonghua
• Customer centric mindset and ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• Advocate of openness, able to create a cohesive teamwork and inspire others
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited