Insurance Specialist - Standard Chartered Bank
22 October, 2018
Job Responsibilities: • Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solution; • Assess customers’ current need, investment objectives and examine future goals to create action plan and asset allocation strategy, and help customers implement the plan by using appropriate insurance products; • Engaging in sales appointments with customers for financial needs analysis, cross-sell extensive ranges of insurance and investment-linked products, and close deals; • Driving and implementing insurance sales strategy; • Provide and support workshops for the sales team; • Providing daily/weekly/monthly management information report to keep management updated with business performance result. Job Requirements: • Degree holder with at least one year of insurance sales experience with proven track record; • HKSI LE Paper 1,7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5; • Proactive and result oriented with strong selling skills; • Fluent in Cantonese and English, knowledge of Mandarin preferred; • Outgoing personality with good integrity; • Good relationship building and communication skills. • 3 year experience Insurance Agents background
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