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Insurance Specialist

Job Title: Insurance Specialist
Contract Type: Permanent
Location: Kwun Tong
Industry: Financial Services
Reference: 53984_1694069232
Contact Name: Ryan Cheung
Contact Email:

Job Description

Job Highlights

  • Collaborate with RM to deliver insurance solution
  • Driving district insurance performance


  • Pair with Relationship Managers (RMs) within a district to provide professional insurance planning services and pre-sales information
  • Develop and implement business plans and marketing strategies for wealth management with Branch/ District Managers
  • Implement sales initiatives to drive district insurance sales performance
  • Provide training to frontline sales staff on insurance product knowledge, market updates and selling skills
  • Ensure compliance requirements are strictly observed and followed


  • University degree
  • Qualifications in IIQE Paper 1, 2, 3
  • Strong sales, analytical and interpersonal skills
  • Understanding of client needs and a role model in being responsive
  • Language Proficiency : Fluent in Cantonese, English and Mandarin

Click "Apply Now" to apply for this position or call Ryan Cheung at +852 3180 4993 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.

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