Job Description

Job Responsibilities:

• Collaborating with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers
• Conduct the needs assessment and pitch the suitable products & proposals to potential customers
• Prepare and deliver compelling sales presentations and proposals to potential customers
• Collaborate with teammates to achieve mutual support both on sales and back-end tasks
• Achieve the sales target as assigned by company
• Maintaining strong business relationships with all business partners
• Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs
• Offering regular trainings
• Conducting product & customer’s due diligence and regular assessment to meet compliance requirements
• Assisting the line manager to enhance & streamline the workflow of life insurance business
• Assisting the superior to prepare regular meeting materials and MIS reports
• Providing support on ad-hoc projects as assigned by the superior
• Conducting AML & Due diligence for customers
• Keeping proper record of the supporting documents for all successful deals and potential deals
• Following all internal guidelines as required by company

Requirements:

• Bachelor’s degree with minimum 5 years’ relevant working experience in insurance industry especially life insurance field
• Have business development experience
• Professional licensing qualifications on IIQE paper I, II, III and V
• Good command of both written and spoken English and Chinese
• Strong interpersonal, communication, presentation and negotiation skills
• Able to work under pressure and independently
• Collaborate well with all teammates
• Good time management
• Proficiency in using Microsoft WS, Excel & PowerPoint