
Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels)
- Hong Kong
- Permanent
- Full-time
- Drive and implement sales strategies for Wealth Product business development to achieve the production targets, including risk management, wealth accumulation, wealth preservation & retirement planning, etc.
- Provide support to financial planners through coaching on products, sales knowledge, investment funds and market insight.
- Launch campaigns and other activities to boost sales activities and no. of active agents, including but not limited to organizing seminars, forum, district-based training/activity
- Manage and maintain close relationship and engagement with agency & brokerage channel
- Develop customer-centric solutions and provide joint field work support
- Follow up pending cases, liaison with underwriting, case management and operations
- Ensure strict adherence to internal compliance/governance guidelines and market regulations.
- University /college graduate plus 5 years relevant experience
- Solid sales experience of insurance products includes savings, protection and unit linked plans preferable with proven track records
- Strong communications skills with fluent Cantonese and Mandarin
- Appropriate professional insurance qualifications and licenses
- Good analytical and problem-solving skills
- Require obtaining relevant license if the job involves in regulated activities.
- You are required to obtain relevant license if your job involves in regulated activities
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