My client is a Chinese platform and currently urgently looking for a senior associate level insurance specialist to be based in one of their branches supporting sales and servicing their retail clients
Responsibilities
- Assist management in driving the Insurance business
- Work with Product Development and Sales Training teams to get latest product and regulatory update and align the sales direction with the companys overall business strategy
- Assist sales teams to familiarize with all product related information, sales process and regulatory requirement, enhance Insurance product selling and objection handling skills, and accompany them to client meetings as needed
- Work closely with sales teams of Wealth Management to ensure all Insurance sales are comply with internal control procedures and regulatory requirements
- Provide regular sales updates to management on a regular basis
Requirements
- Diploma or above, University preferred. Degree holder preferably in Business, Finance or Economics
- IA License Type 1, 2, 3, 5
- Minimum 3 years related sales experience in insurance business
- Sales experience in investment products (e.g. Mutual Funds, Bond, Structured Products, etc.) will be an advantage
- Sound knowledge in financial market and industry, product knowledge in Mutual Funds, Bonds, Structured Products
- Practical PC knowledge, particularly Word and Excel
- Basic skills in using financial information systems such as Bloomberg and MorningStar
- Good command in both spoken and written Chinese (Putonghua preferred) and English
- A fast learner and able to deliver consistent performance under pressure
- Objective-Oriented, responsible and flexible