Assistant Vice President, Business Development & Promotion (Insurance Broker)
Add expected salary to your profile for insights
Implement strategy plans set out by the department to penetrate appropriate customer segments via Bancassurance and Brokerage channel to drive a balance product mix and achieve business growth
Perform sales activities of life insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business as well
Proactively communicate and establish good relationship with business partners and internal stakeholders to ensure business & processes alignment, also drive desired results of life insurance business
Collaborate with the Relationship Managers of Retail and Corporate Banking to explore and develop insurance business opportunities of the Bank’s customers for achieving the assigned sales targets
Perform regular visits and provide professional mentorship to frontline whenever appropriate to establish business growth and maximize new business opportunities
Enlarge the total number of referrals and motivate the scale to eventually develop to high-net-worth and untapped customer market
Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
Monitor and maintain good records for life insurance referral & business performance, closely follow up with status, generate reports for the Management as needed
Provide support on the onboarding process for premium financing & obtain gatekeepers clearance to comply with relevant regulatory requirements
Assist in ad-hoc projects and duties as assigned by the superior
Requirements:
University graduate with at least 5 years of relevant experience in the insurance industry, preferably with banking and/broker experience
Proven insurance sales experience will be a definite advantage
Sound knowledge of life insurance products, premium financing, underwriting processes, and regulatory requirements
Strong presentation, interpersonal, negotiation, and problem solving skills, with good understanding of the Bancassurance/ brokerage market
Ensure sales quality, compliance and regulatory requirements are met
Good command of spoken and written English and Chinese, including Putonghua
Proficiency in using MS Office applications e.g. Word, Excel, and Power Point
(Candidates with less experience may be considered for the position of Manager, Business Development & Promotion)
We offer competitive remuneration commensurate with candidate’s background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking “APPLY NOW” or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.
We are an equal opportunity employer.
Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.
All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.
