
Retail Banking –Insurance Specialist 30-45K
- 中環
- 月薪 港幣30,000-45,000元
- 長期
- 全職
- Collaborate with channels partners to generate appointments and provide professional insurance planning services by meeting potential customers
- To analyze customers’ personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
- Will work at centralised office and to meet with clients at Branch
- To maximize business opportunities to achieve individual sales goal
- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT
- University Degree
- 1 years or more related experience insurance sales
- Strong knowledge of long term insurance products
- Good communication and interpersonal skills
- IIQE ,1,2,3
- With teamwork spirit
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