Job Description：Build and maintain strong partnerships with prospective clients to drive business expansion and meet assigned sales targets Conduct regular client meetings to evaluate their insurance needs, understand their risk profiles, and identify cross-selling or upselling opportunities Offer expert advice and guidance on insurance/ Financial products, coverage options, and risk management strategies Prepare and present comprehensive insurance proposals, including policy terms, coverage details, and premium calculations, tailored to clients' specific requirements Stay informed about industry trends, regulatory changes, and new insurance products to provide clients with the most relevant and up-to-date information職位介紹：建立和維護與潛在客戶的緊密關係，推動業務增長，實現分配的銷售目標定期與客戶會面，評估他們的保險需求，了解他們的風險狀況，並發掘交叉銷售或升級銷售的機會提供專業建議和指導，涵蓋保險/ 金融產品、承保範圍選擇以及風險管理策略準備和提呈全面的保險建議書，包括保單條款、承保細節和保費計算，以切合客戶的具體需求密切關注行業趨勢、監管變化和新的保險產品，為客戶提供最相關和最新的資訊Requirement：Hold IIQE Paper 1, 3 With IIQE Paper 4, 5 would be an advantage Degree Holder At least 3 years of experience in the insurance ／brokerage industry／ retail banking Strong interpersonal, communication and problem solving skills Excellent working attitude and willing to learn Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable工作要求：持有IIQE Paper 1、3資格證書具有IIQE Paper 4、5資格證書將是優勢擁有學位學歷具有至少3年保險／經紀業／銀行的銷售經驗 工作態度積極主動，願意學習精通英文和中文(特別是普通話)的書面及口語表達能力## More Job Information Salary30000 - 40000 / MONTHJob Function銀行 · 金融服務 - 投資服務Location尖沙咀Education學士
