Head of Sales - Insurance Brokerage (RO)
Position Overview
Our client is seeking a dynamic and experienced Head of Sales to lead its Insurance team. This is a strategic leadership role focused on driving internal insurance sales, managing a small team, and ensuring seamless collaboration across departments. The ideal candidate must currently hold a Responsible Officer (RO) license and be eligible to act as an RO for them.
Position Responsibilities
- Lead the insurance sales team, managing day-to-day operations and building a high-performing team.
- Drive internal insurance sales initiatives with a strong focus on performance and results.
- Oversee day-to-day operations of the insurance function, ensuring efficiency and compliance.
- Collaborate closely with the product team to align offerings with market needs and internal demand.
- Work with wealth advisors to identify cross-selling opportunities within the existing client base.
- Ensure all regulatory and compliance requirements are met, particularly in relation to RO responsibilities.
- Provide regular reporting and insights to senior management on sales performance and operational matters.
Position Requirements
- Must currently be a Responsible Officer (RO) and eligible to be appointed as an RO in the new company.
- Proven experience in insurance sales, ideally within a insurance brokerage firm
- Strong leadership and team management skills.
- Excellent communication and stakeholder management abilities.
- Solid understanding of insurance products, operations, and regulatory requirements.
- Ability to work cross-functionally with product and advisory teams.
- Possess 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
