Area Insurance Manager - Branch Distribution & Services
Full time
at The Bank of East Asia
in
Hong Kong
Posted on May 8, 2024
Job details
Branch Distribution & Services Department Area Insurance Manager - Branch Distribution & Services Responsibilities
- Boost up insurance sales and optimize capacity and effectiveness for retail insurance business
- Lead a team of Insurance Specialist to achieve Area Insurance Goal
- Formulate and implement business strategies to support assigned area meeting overall targets and generating extra insurance fee income
- provide proficient coaching and counsels to and organize sales briefings for frontline sales staff on insurance selling and professionalism enhancement in a timely and responsive manner
- Assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
- Ensure operations are in compliance with the Bank’s policies, procedures and regulatory guidelines
- University graduates in Business Administration, Finance, Marketing, Economic or related discipline is preferred
- Minimum 5 years of relevant working experience in banking / finance sector and / or insurance companies
- Pass the Insurance Intermediaries Qualifying Exam (Paper 1, 2, 3 or equivalent)
- Sound technical knowledge of asset allocation & insurance products including equities, unit trust, bonds and treasury products, etc, preferably with insurance consultant experience
- Strong self-motivation, able to work independently and under pressure;
- Excellent analytical, communication, interpersonal and presentation skills
- Good understanding of relevant selling procedures, practices, rules and sales compliance requirements,
- Good command of both spoken and written English and Chinese, preferably including Putonghua
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