Head of Insurance (Wealth Management)
Position Overview
We are assisting a wealth management company in their search for an experienced Head of Insurance to lead their insurance brokerage practice. The ideal candidate will serve as the Responsible Officer (RO) and manage a small team dedicated to internal sales of insurance products. This individual will play a key role in shaping the strategy and direction of the insurance offerings while ensuring compliance with regulatory requirements.
Position Responsibilities
- Lead the insurance sales team, managing day-to-day operations and building a high-performing team.
- Serve as the Responsible Officer for the insurance practice, ensuring compliance with regulations and updating internal guidelines and handbooks as necessary.
- Develop and implement sales strategies to enhance the performance of insurance products and achieve business objectives.
- Collaborate with Relationship Managers (RMs) to support their sales efforts, providing insights and assistance with client engagement.
- Oversee the internal brokerage of insurance products while ensuring quality service for all clients.
- Assess market trends and client needs to identify opportunities for product development and expansion.
- Provide mentorship and guidance to the insurance consultant within the team.
Position Requirements
- A minimum of 10 years of experience in the insurance or financial services sector, with a strong background in sales
- Prior experience in a brokerage firm is essential, with a proven track record of driving sales and managing teams.
- Must hold a valid RO license and have a deep understanding of the insurance industry's regulatory environment.
- Strong sales acumen and the ability to build relationships with both internal and external stakeholders.
- Excellent analytical skills and the ability to adapt to a fast-paced, changing environment.
- Fluent in English, Cantonese and Mandarin to effectively communicate with clients from various regions.
Interested individuals can apply now. Only relevant candidates will be contacted.
For a more comprehensive list of our vacancies, please visit: www.connectedgroup.com
