57 Local Sales jobs in Hong Kong

Join to apply for the Direct Sales Advisor role at Bupa

2 days ago Be among the first 25 applicants

Join to apply for the Direct Sales Advisor role at Bupa

We make health happen:

To manage and convert leads generated through the partnership where a remote sales approach is preferred or required.

Job Description

Direct sales Advisor

Location: Hong Kong

Permanent Full time

Hybrid working

Job Purpose

We make health happen:

To manage and convert leads generated through the partnership where a remote sales approach is preferred or required.

The Direct Sales Advisor (DSA) plays a critical role in the delivery of Bupa’s international private medical insurance (IPMI) proposition to high net worth and priority banking clients, handling end-to-end sales remotely via phone, video, or digital platforms.

The DSA is responsible for advising potential clients on suitable IPMI plans, supporting onboarding, managing light medical screening, and ensuring seamless handover into ongoing servicing and retention pathways.

How You’ll Help Us Make Health Happen

• Manage inbound referrals from our partner’s relationship managers and Lead Qualifiers where a face-to-face consultation is not preferred or possible.
• Conduct needs-based consultations remotely with high-net-worth individuals and families to recommend the most appropriate Bupa Global IPMI products.
• Provide expert guidance through the application process, including pricing, coverage options, and medical screening.
• Complete all necessary documentation and digital submissions in a timely and compliant manner.
• Ensure adherence to regulatory and licensing requirements during all stages of the sales process.
• Maintain accurate pipeline tracking and customer records in Bupa CRM systems.
• Collaborate with Sales Support Admins and Underwriting to ensure timely issue of policies.
• Handover new customers to Private Client Managers for onboarding continuity and relationship retention.
• Actively contribute to sales targets, performance metrics, and service-level commitments.
• Provide feedback to the Head of Partnership and Development and Product teams on lead quality, product fit, and process improvements
• Primarily based in Bupa Global offices or Bupa Hong Kong head office, with flexibility for hybrid or remote working arrangements.
  
  

• Proven experience in telesales or remote sales roles within health insurance, financial services, or other regulated environments.
• Background in selling to affluent or high net worth clients is highly desirable.
• Skilled in digital communication platforms and confident managing video or phone consultations with senior clients
• Strong understanding of international private medical insurance or willingness to acquire technical product knowledge quickly.
• Experience with CRM platforms and sales pipeline tools
• Local regulatory accreditation to sell insurance (e.g., Hong Kong Insurance Intermediaries Qualifying Exams II & III) or willingness to obtain.
• Training in sales ethics, data protection, and customer outcomes (to be provided if not already certified).
• Fluency in English is essential; Cantonese and/or Mandarin preferred depending on market coverage.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Hospitals and Health Care

Referrals increase your chances of interviewing at Bupa by 2x

Wan Chai District, Hong Kong SAR 6 days ago

Wan Chai District, Hong Kong SAR 6 months ago

New Territories, Hong Kong SAR 3 weeks ago

Hong Kong, Hong Kong SAR HK$17,000.00-HK$1,000.00 1 month ago

Ma On Shan, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Tseung Kwan O, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Kowloon Bay, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Central, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Causeway Bay, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Sha Tin, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

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

2 days ago Be among the first 25 applicants

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

Job Responsibilities

• Oversee the Sales performance and daily operation
• Lead the team to promote loan in a professional and timely manner, and monitor overall performance
• Perform on-site monitoring and coaching to Sales
• Provide timely on-going products training and motivate the front line staff
• Handle the complaints and enquiries by the customers if necessary.
• Perform regular review, streamline the routine procedures and recommend improvements on sales workflow for better customer journey management
  
  

• F.5 HKCEE/F.6 HKDSE or above
• Minimum 4 years’ solid experience in Loan industry
• Self-motivated with strong drive to succeed
• Energetic, accountable and self-disciplined
• Strong problem solving, communication and negotiation skills
• Passionate, customer oriented, well organized and a good team player
• Good command of both written and spoken Cantonese, English and Mandarin
  
  

• Competitive Basic Salary
• Double Pay
• Performance Bonus
  
  

• Annual Leave
• Birthday Leave
• Family-Friendly Leave
• Recreation Leave
• Marriage Leave
• Maternity Leave
• Paternity Leave
• Compassionate Leave
  
  

• Life and Accident Insurance Scheme
• Medical Benefits
  
  

• Comprehensive on-the-job training
• Learning Sponsorship
• Personal development and growth opportunities
  
  

• Diversified Interest Classes
• Company Outing
• Sponsored Gathering
• Marathon Running
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

Referrals increase your chances of interviewing at United Asia Finance Ltd. by 2x

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

2 days ago Be among the first 25 applicants

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

Job Responsibilities

• Oversee the Sales performance and daily operation
• Lead the team to promote loan in a professional and timely manner, and monitor overall performance
• Perform on-site monitoring and coaching to Sales
• Provide timely on-going products training and motivate the front line staff
• Handle the complaints and enquiries by the customers if necessary.
• Perform regular review, streamline the routine procedures and recommend improvements on sales workflow for better customer journey management
  

• F.5 HKCEE/F.6 HKDSE or above
• Minimum 4 years’ solid experience in Loan industry
• Self-motivated with strong drive to succeed
• Energetic, accountable and self-disciplined
• Strong problem solving, communication and negotiation skills
• Passionate, customer oriented, well organized and a good team player
• Good command of both written and spoken Cantonese, English and Mandarin
  

• Competitive Basic Salary
• Double Pay
• Performance Bonus
  

• Annual Leave
• Birthday Leave
• Family-Friendly Leave
• Recreation Leave
• Marriage Leave
• Maternity Leave
• Paternity Leave
• Compassionate Leave
  

• Life and Accident Insurance Scheme
• Medical Benefits
  

• Comprehensive on-the-job training
• Learning Sponsorship
• Personal development and growth opportunities
  

• Diversified Interest Classes
• Company Outing
• Sponsored Gathering
• Marathon Running
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

Referrals increase your chances of interviewing at United Asia Finance Ltd. 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 Direct Sales Advisor role at Bupa

2 days ago Be among the first 25 applicants

Join to apply for the Direct Sales Advisor role at Bupa

We make health happen:
To manage and convert leads generated through the partnership where a remote sales approach is preferred or required.

Job Description
Direct sales Advisor
Location: Hong Kong
Permanent Full time
Hybrid working
Job Purpose
We make health happen:
To manage and convert leads generated through the partnership where a remote sales approach is preferred or required.
The Direct Sales Advisor (DSA) plays a critical role in the delivery of Bupa’s international private medical insurance (IPMI) proposition to high net worth and priority banking clients, handling end-to-end sales remotely via phone, video, or digital platforms.
The DSA is responsible for advising potential clients on suitable IPMI plans, supporting onboarding, managing light medical screening, and ensuring seamless handover into ongoing servicing and retention pathways.
How You’ll Help Us Make Health Happen

• Manage inbound referrals from our partner’s relationship managers and Lead Qualifiers where a face-to-face consultation is not preferred or possible.
• Conduct needs-based consultations remotely with high-net-worth individuals and families to recommend the most appropriate Bupa Global IPMI products.
• Provide expert guidance through the application process, including pricing, coverage options, and medical screening.
• Complete all necessary documentation and digital submissions in a timely and compliant manner.
• Ensure adherence to regulatory and licensing requirements during all stages of the sales process.
• Maintain accurate pipeline tracking and customer records in Bupa CRM systems.
• Collaborate with Sales Support Admins and Underwriting to ensure timely issue of policies.
• Handover new customers to Private Client Managers for onboarding continuity and relationship retention.
• Actively contribute to sales targets, performance metrics, and service-level commitments.
• Provide feedback to the Head of Partnership and Development and Product teams on lead quality, product fit, and process improvements
• Primarily based in Bupa Global offices or Bupa Hong Kong head office, with flexibility for hybrid or remote working arrangements.
  

• Proven experience in telesales or remote sales roles within health insurance, financial services, or other regulated environments.
• Background in selling to affluent or high net worth clients is highly desirable.
• Skilled in digital communication platforms and confident managing video or phone consultations with senior clients
• Strong understanding of international private medical insurance or willingness to acquire technical product knowledge quickly.
• Experience with CRM platforms and sales pipeline tools
• Local regulatory accreditation to sell insurance (e.g., Hong Kong Insurance Intermediaries Qualifying Exams II & III) or willingness to obtain.
• Training in sales ethics, data protection, and customer outcomes (to be provided if not already certified).
• Fluency in English is essential; Cantonese and/or Mandarin preferred depending on market coverage.
  

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Hospitals and Health Care

Referrals increase your chances of interviewing at Bupa by 2x

Wan Chai District, Hong Kong SAR 6 days ago

Wan Chai District, Hong Kong SAR 6 months ago

New Territories, Hong Kong SAR 3 weeks ago

Hong Kong, Hong Kong SAR HK$17,000.00-HK$1,000.00 1 month ago

Ma On Shan, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Tseung Kwan O, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Kowloon Bay, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Central, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Causeway Bay, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Sha Tin, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

Hong Kong, Hong Kong SAR HK 17,000.00-HK 21,000.00 1 month ago

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 Direct Sales Advisor role at Bupa Global

2 days ago Be among the first 25 applicants

Join to apply for the Direct Sales Advisor role at Bupa Global

To manage and convert leads generated through the partnership where a remote sales approach is preferred or required.

The Direct Sales Advisor (DSA) plays a critical role in the delivery of Bupa’s international private medical insurance (IPMI) proposition to high net worth and priority banking clients, handling end-to-end sales remotely via phone, video, or digital platforms.

The DSA is responsible for advising potential clients on suitable IPMI plans, supporting onboarding, managing light medical screening, and ensuring seamless handover into ongoing servicing and retention pathways.

How you’ll help us make health happen:

• Manage inbound referrals from our partner’s relationship managers and Lead Qualifiers where a face-to-face consultation is not preferred or possible.
• Conduct needs-based consultations remotely with high-net-worth individuals and families to recommend the most appropriate Bupa Global IPMI products.
• Provide expert guidance through the application process, including pricing, coverage options, and medical screening.
• Complete all necessary documentation and digital submissions in a timely and compliant manner.
• Ensure adherence to regulatory and licensing requirements during all stages of the sales process.
• Maintain accurate pipeline tracking and customer records in Bupa CRM systems.
• Collaborate with Sales Support Admins and Underwriting to ensure timely issue of policies.
• Handover new customers to Private Client Managers for onboarding continuity and relationship retention.
• Actively contribute to sales targets, performance metrics, and service-level commitments.
• Provide feedback to the Head of Partnership and Development and Product teams on lead quality, product fit, and process improvements
• Primarily based in Bupa Global offices or Bupa Hong Kong head office, with flexibility for hybrid or remote working arrangements.

Key Skills/Qualifications needed for this role:

• Proven experience in telesales or remote sales roles within health insurance, financial services, or other regulated environments.
• Background in selling to affluent or high net worth clients is highly desirable.
• Skilled in digital communication platforms and confident managing video or phone consultations with senior clients
• Strong understanding of international private medical insurance or willingness to acquire technical product knowledge quickly.
• Experience with CRM platforms and sales pipeline tools
• Local regulatory accreditation to sell insurance (e.g., Hong Kong Insurance Intermediaries Qualifying Exams II & III) or willingness to obtain.
• Training in sales ethics, data protection, and customer outcomes (to be provided if not already certified).
• Fluency in English is essential; Cantonese and/or Mandarin preferred depending on market coverage.

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.

Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

• Seniority level Associate

• Employment type Full-time

• Industries Insurance

Referrals increase your chances of interviewing at Bupa Global by 2x

Kwun Tong District, Hong Kong SAR 2 days ago

Kowloon City District, Hong Kong SAR 4 days ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Kwun Tong District, Hong Kong SAR 2 days ago

Kwun Tong District, Hong Kong SAR 6 months ago

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 Manager, Direct Sales Management role at PrimeCredit Limited

2 days ago Be among the first 25 applicants

Join to apply for the Senior Manager, Direct Sales Management role at PrimeCredit Limited

To enjoy life means having a job you love! PrimeCredit always puts people first – creating an environment that values both career and personal life. Throughout your career, both challenges and opportunities will come your way to open a new door to success; while our diversity and flexibility enable you to expand your life outside of work.

It’s not just a job, it’s a lifestyle! Join us now to create a life full of greatness together!

Responsibilities

• Provide sales and service support to Direct Sales and Agencies to achieve the business target
• Provide coaching and training for Direct Sales to enhance their knowledge on products and compliance requirements
• Initiate, plan and implement special market campaigns and promotion programs
• Conduct marketing research analysis, collect update market information and make recommendation
• Liaise with internal / external parties to arrange promotion activities
• Handle customer complaints and take necessary remedial action to enhance control measures and mitigate the risks
• Ensure commission payment is accurate and punctual
• Prepare regular reports, e.g. KRI and KCSA , to minimize operational risk and for management reporting
• Coordinate / participate in ad hoc projects related to business development
  
  

• University degree holder in Business Administration or related disciplines
• Minimum 4 years’ experience in customer service and consumer finance industry at managerial level
• With agency management experience is an advantage
• In depth knowledge of unsecured lending / credit card marketing and operation
• Sound people management / complaint handling skills
• Proficient in MS Office Applications
• Proficient in both spoken and written English and Chinese
• Candidate with less experience will be considered as Manager
  
  

• Seniority level Mid-Senior level

• Employment type Other

• Job function Finance and Sales

Referrals increase your chances of interviewing at PrimeCredit Limited 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 Senior Manager, Direct Sales Management role at PrimeCredit Limited

2 days ago Be among the first 25 applicants

Join to apply for the Senior Manager, Direct Sales Management role at PrimeCredit Limited

To enjoy life means having a job you love! PrimeCredit always puts people first – creating an environment that values both career and personal life. Throughout your career, both challenges and opportunities will come your way to open a new door to success; while our diversity and flexibility enable you to expand your life outside of work.
It’s not just a job, it’s a lifestyle! Join us now to create a life full of greatness together!
Responsibilities

• Provide sales and service support to Direct Sales and Agencies to achieve the business target
• Provide coaching and training for Direct Sales to enhance their knowledge on products and compliance requirements
• Initiate, plan and implement special market campaigns and promotion programs
• Conduct marketing research analysis, collect update market information and make recommendation
• Liaise with internal / external parties to arrange promotion activities
• Handle customer complaints and take necessary remedial action to enhance control measures and mitigate the risks
• Ensure commission payment is accurate and punctual
• Prepare regular reports, e.g. KRI and KCSA , to minimize operational risk and for management reporting
• Coordinate / participate in ad hoc projects related to business development
  

• University degree holder in Business Administration or related disciplines
• Minimum 4 years’ experience in customer service and consumer finance industry at managerial level
• With agency management experience is an advantage
• In depth knowledge of unsecured lending / credit card marketing and operation
• Sound people management / complaint handling skills
• Proficient in MS Office Applications
• Proficient in both spoken and written English and Chinese
• Candidate with less experience will be considered as Manager
  

• Seniority level Mid-Senior level

• Employment type Other

• Job function Finance and Sales

Referrals increase your chances of interviewing at PrimeCredit Limited 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 Chubb Life: Manager, Partnership Distribution, Direct Sales Channel Development role at Chubb Life .

Responsibilities include:

1. Executing partnership distribution strategies and managing daily operations across channels such as direct branch sales, telemarketing, and digital platforms.
2. Collaborating with internal and external stakeholders to deliver an omni-channel customer experience, including online and face-to-face interactions.
3. Monitoring performance, developing salesforce through recruitment, training, coaching, and motivation to meet sales targets.
4. Ensuring compliance with regulatory and company standards in all sales and operational procedures.
5. Providing support for campaign management, sales tools, reporting, and training materials.
6. Identifying new market trends and technologies to enhance channel performance and customer experience.
7. Supporting ad-hoc projects and tasks as needed.

Qualifications include:

• Form 7 graduate or above, preferably a university degree.
• At least 5 years of experience in distribution channel development or sales management, with a proven track record.
• IIQE certification (Paper 1 and 3, with Paper 2 and 5 preferred).
• Strong leadership, communication, and presentation skills, with proficiency in MS Office.
• Proactive, results-driven, detail-oriented, and adaptable to fast-paced environments.

Additional details:

• Employment type: Full-time
• Industry: Insurance
• Seniority level: Not Applicable

Join to apply for the Chubb Life: Manager, Partnership Distribution, Direct Sales Channel Development role at Chubb Life .

Responsibilities include:

• Executing partnership distribution strategies and managing daily operations across channels such as direct branch sales, telemarketing, and digital platforms.
• Collaborating with internal and external stakeholders to deliver an omni-channel customer experience, including online and face-to-face interactions.
• Monitoring performance, developing salesforce through recruitment, training, coaching, and motivation to meet sales targets.
• Ensuring compliance with regulatory and company standards in all sales and operational procedures.
• Providing support for campaign management, sales tools, reporting, and training materials.
• Identifying new market trends and technologies to enhance channel performance and customer experience.
• Supporting ad-hoc projects and tasks as needed.

Qualifications include:

• Form 7 graduate or above, preferably a university degree.
• At least 5 years of experience in distribution channel development or sales management, with a proven track record.
• IIQE certification (Paper 1 and 3, with Paper 2 and 5 preferred).
• Strong leadership, communication, and presentation skills, with proficiency in MS Office.
• Proactive, results-driven, detail-oriented, and adaptable to fast-paced environments.

Additional details:

• Employment type: Full-time
• Industry: Insurance
• Seniority level: Not Applicable