About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.
Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.
Main Responsibilities: - Work with bank relationship managers (RMs) to explore new business opportunities from Corporate Banking and Private Banking Division customers on life insurance
- Manage and maintain good business relationship with Bank Divisions and the partnering insurers
- Joint call with RMs to offer presentation to clients
- Provide proposals to the RMs and clients on life insurance, critical illness and other relevant suitable plans
- Complete the entire insurance application process for clients and follow up the post-sales service.
- Conduct market research with analysis and deliver the update of industry trends and developments to RMs
- Prepare materials for regular trainings
- Conduct product due diligence & regular assessment for product on shelves to meet compliance's requirements
- Assist the superior to develop and enhance the workflow of life insurance business
- Assist the superior to prepare the regular meeting materials and MIS report
- Assist in ad-hoc projects as assigned by the superior
Requirements: - Bachelor's degree or related disciplines; Professional qualification obtained is a plus
- Over eight years' relevant working experience in insurance industry; Work experience in Banking industry would be an advantage (Candidates with less experience will be considered as Manager)
- Passed IIQE Paper I and III; Paper II and V passed is an advantage
- Good command of both written and spoken English and Chinese, preferably fluent in Putonghua
- Good interpersonal, communication and presentation skills
- Proficiency in MS Office
- Able to work under pressure
- Be a good team player
Please note that only shortlisted candidates will be notified.