69 Insurance Sales jobs in Hong Kong

6 days ago Be among the first 25 applicants

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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. Hang Seng offers opportunities, support and rewards to 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.

Note: Primary location shown in a job posting does not refer to work location; the branch placement is subject to 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 English, Cantonese and Putonghua
• Customer-centric mindset and ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and ability 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 HKIB would be an advantage

Note: 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-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

• Mid-Senior level

• Full-time

• Sales and Business Development
• Industries
• Banking

Referrals increase your chances of interviewing at Hang Seng Bank.

Overview

• 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

• 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.

Issued by Hang Seng Bank Limited

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

Overview

• 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

• 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.

Issued by Hang Seng Bank Limited

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

Join to apply for the AVP, Sales (General Insurance) role at OCBC

1 week ago Be among the first 25 applicants

Join to apply for the AVP, Sales (General Insurance) role at OCBC

Get AI-powered advice on this job and more exclusive features.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Insurance Sales Specialist

Why Join

Imagine having the power to protect people's futures and provide them with peace of mind. As an Insurance Sales Specialist at OCBC, you'll have the opportunity to make a real difference in people's lives by providing them with the right insurance solutions. You'll be part of a team that's dedicated to helping individuals and businesses achieve their goals.

How you succeed

It starts with understanding the needs and desires of our customers. You'll need to build strong relationships with them, identify their insurance needs, and provide tailored solutions that meet their requirements. You'll also need to stay up-to-date with market trends and competitor activity to ensure you're always offering the best solutions.

What you do

• Meet with customers to understand their insurance needs and provide tailored solutions
• Build and maintain relationships with existing and new customers
• Identify new sales opportunities and develop strategies to pursue them
• Stay up-to-date with market trends and competitor activity
• Collaborate with internal stakeholders to ensure seamless delivery of insurance solutions
  
  

• A degree or diploma in a relevant field is desirable
• At least 6-8 years of experience in insurance sales or a related field
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Strong analytical and problem-solving skills
• Knowledge of insurance products and regulations is an advantage
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the AVP, Sales (General Insurance) role at OCBC

1 week ago Be among the first 25 applicants

Join to apply for the AVP, Sales (General Insurance) role at OCBC

Get AI-powered advice on this job and more exclusive features.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Insurance Sales Specialist
Why Join
Imagine having the power to protect people's futures and provide them with peace of mind. As an Insurance Sales Specialist at OCBC, you'll have the opportunity to make a real difference in people's lives by providing them with the right insurance solutions. You'll be part of a team that's dedicated to helping individuals and businesses achieve their goals.
How you succeed
It starts with understanding the needs and desires of our customers. You'll need to build strong relationships with them, identify their insurance needs, and provide tailored solutions that meet their requirements. You'll also need to stay up-to-date with market trends and competitor activity to ensure you're always offering the best solutions.
What you do

• Meet with customers to understand their insurance needs and provide tailored solutions
• Build and maintain relationships with existing and new customers
• Identify new sales opportunities and develop strategies to pursue them
• Stay up-to-date with market trends and competitor activity
• Collaborate with internal stakeholders to ensure seamless delivery of insurance solutions
  

• A degree or diploma in a relevant field is desirable
• At least 6-8 years of experience in insurance sales or a related field
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Strong analytical and problem-solving skills
• Knowledge of insurance products and regulations is an advantage
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Manager/AVP, Sales (Life Insurance), Insurance Brokerage role at OCBC

3 days ago Be among the first 25 applicants

Join to apply for the Manager/AVP, Sales (Life Insurance), Insurance Brokerage role at OCBC

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Insurance Brokerage - Sales

Why Join

Imagine a role where you can make a real difference in people's lives by helping them protect their assets and secure their future. As an Insurance Brokerage Sales professional at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored insurance solutions that meet their unique needs.

How you succeed

To excel in this role, you'll need to take a customer-centric approach, understanding the needs and desires of your clients and matching them with our insurance products and services. You'll also need to stay up-to-date with market trends and competitor activity, identifying opportunities to grow our business and increase sales.

What you do

Your Day-to-day Responsibilities Will Include

• Building and maintaining relationships with clients to understand their insurance needs
• Conducting needs analysis and providing tailored insurance solutions
• Identifying and pursuing new business opportunities to grow our insurance brokerage sales
• Collaborating with internal stakeholders to ensure seamless delivery of insurance products and services
• Staying up-to-date with market trends and competitor activity to identify opportunities for growth
  
  

• A degree or diploma in a relevant field is desirable
• At least 5 years of experience in insurance sales or a related field
• Strong communication and interpersonal skills, with the ability to build rapport with clients
• A strong understanding of insurance products and services, with the ability to provide tailored solutions
• A results-driven approach, with a focus on meeting and exceeding sales targets
• A positive and resilient attitude, with the ability to work in a fast-paced environment
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Get notified about new Assistant Vice President Sales jobs in Hong Kong SAR .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Manager/AVP, Sales (Life Insurance), Insurance Brokerage role at OCBC

3 days ago Be among the first 25 applicants

Join to apply for the Manager/AVP, Sales (Life Insurance), Insurance Brokerage role at OCBC

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Insurance Brokerage - Sales
Why Join
Imagine a role where you can make a real difference in people's lives by helping them protect their assets and secure their future. As an Insurance Brokerage Sales professional at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored insurance solutions that meet their unique needs.
How you succeed
To excel in this role, you'll need to take a customer-centric approach, understanding the needs and desires of your clients and matching them with our insurance products and services. You'll also need to stay up-to-date with market trends and competitor activity, identifying opportunities to grow our business and increase sales.
What you do
Your Day-to-day Responsibilities Will Include

• Building and maintaining relationships with clients to understand their insurance needs
• Conducting needs analysis and providing tailored insurance solutions
• Identifying and pursuing new business opportunities to grow our insurance brokerage sales
• Collaborating with internal stakeholders to ensure seamless delivery of insurance products and services
• Staying up-to-date with market trends and competitor activity to identify opportunities for growth
  

• A degree or diploma in a relevant field is desirable
• At least 5 years of experience in insurance sales or a related field
• Strong communication and interpersonal skills, with the ability to build rapport with clients
• A strong understanding of insurance products and services, with the ability to provide tailored solutions
• A results-driven approach, with a focus on meeting and exceeding sales targets
• A positive and resilient attitude, with the ability to work in a fast-paced environment
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Get notified about new Assistant Vice President Sales jobs in Hong Kong SAR .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Senior Wealth Management Advisor (Insurance Specialist) RBD role at Industrial and Commercial Bank of China .

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of ICBC, currently the largest commercial bank in China. It has 52 retail outlets in Hong Kong, including 27 Wealth Management Centres, and offers services in commercial banking, investment banking, securities, insurance, and funds.

• Maintain strong insurance product knowledge and advisory experience.
• Coordinate with branches to plan and execute insurance sales activities.
• Review high net worth clients' portfolios and provide suitable insurance solutions.
• Develop strategic plans to increase sales revenue and meet insurance targets.
• Collaborate effectively with team members and branches.
• Enhance sales capacity through coaching, training, and advisory support.
• Ensure compliance with legal and regulatory standards.

• University degree or higher in relevant fields.
• IIQE qualification and insurance licenses are required; CFA, CFP, FRM preferred.
• Minimum 5 years of experience in banking or insurance.
• Excellent communication and presentation skills.
• Extensive insurance sales experience and influential skills.
• Fluent in Cantonese, English, and proficient in Mandarin.

Interested parties, please click "Apply Now". Personal data will be used solely for recruitment purposes.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industry: Banking

This job posting is active. Apply now to increase your chances of interviewing.

Join to apply for the Senior Wealth Management Advisor (Insurance Specialist) RBD role at Industrial and Commercial Bank of China .

Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of ICBC, currently the largest commercial bank in China. It has 52 retail outlets in Hong Kong, including 27 Wealth Management Centres, and offers services in commercial banking, investment banking, securities, insurance, and funds.

• Maintain strong insurance product knowledge and advisory experience.
• Coordinate with branches to plan and execute insurance sales activities.
• Review high net worth clients' portfolios and provide suitable insurance solutions.
• Develop strategic plans to increase sales revenue and meet insurance targets.
• Collaborate effectively with team members and branches.
• Enhance sales capacity through coaching, training, and advisory support.
• Ensure compliance with legal and regulatory standards.

• University degree or higher in relevant fields.
• IIQE qualification and insurance licenses are required; CFA, CFP, FRM preferred.
• Minimum 5 years of experience in banking or insurance.
• Excellent communication and presentation skills.
• Extensive insurance sales experience and influential skills.
• Fluent in Cantonese, English, and proficient in Mandarin.

Interested parties, please click "Apply Now". Personal data will be used solely for recruitment purposes.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industry: Banking

This job posting is active. Apply now to increase your chances of interviewing.