What Jobs are available for Insurance Producer in Hong Kong?

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

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

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

Responsibilities

• Work with Life Insurance Team to achieve the business goals and drive the insurance business by identifying & capturing opportunities to target HNW customers including corporate banking/ PRC customer segments
• Maintain and build the existing insurance portfolio
• Assist to formulate marketing strategies for the life insurance
• Provide professional customers services including handling enquires and after sales - services 
• Ensure all control measures relevant to the job are well undertaken 
• Support ad-hoc tasks assigned by Line Manager

Requirements

• At least 3 years working experience in Life Insurance field
• Good command of Life Insurance knowledge with proven marketing experience
• Solid experience in dealing with corporate banking / PRC customers is preferred
• Self-initiative, open minded and collaborative
• Strong sense on customer services and continuous improvement
• Pass in IIQE Licensing Examinations
• Good verbal and written communication skills 
• Proficiency in both English and Chinese; Native Putonghua speaker preferred 
  
  Risk alertness
• Good at Microsoft office including and not limited to Words, Excel and PowerPoint
• Experience on corperate client is definitely an advantage
• Candidates with more experience will be considered for senior rank.

Job Description
A Career with Hang Seng Bank
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.

Retail 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 more than 290 branches and automated banking centres, including around 60 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.

We are currently seeking a high caliber professional to join our branch network as
Head of Insurance Sales (Area)
.

Principal Responsibilities

• Lead and supervise a team of insurance product specialists to implement holistic sales initiatives for insurance products and manage the team members and the Area to achieve insurance AOP targets
• Formulate and execute sales strategies to drive the insurance sales performance, monitor the qualities of sales conducted by team members and branch sales staff
• Monitor and review current sales process in order to improve channel efficiency and customer experience
• Maintain high team morale, attract, motivate and develop talent and leverage teams effectively across the company
• Ensure that all control measures relevant to the job are undertaken to minimize risk exposure of the Bank
• Adhere to all relevant processes and procedures of the Group compliance policy and internal controls

Requirements

• University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
• Minimum 8 to 10 years' relevant experience in retail banking, with strong knowledge of insurance products
• Passes in the Hong Kong Securities Institute Licensing Examination and Insurance Intermediaries Qualifying Examination
• Strong business awareness, excellent relationship building and stakeholder management skills
• Strong leadership, good presentation, interpersonal, negotiation, communication and analytical skills
• Good command of spoken and written English and Chinese
• High level of 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
• Able to inspire others to achieve their goals/ambitions in a variety of situations

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

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

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 Assistant Manager, 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