Business Development Manager / Senior Manager Or below, Chinalife Trustee

China Life Insurance (Overseas) Company Limited

  • Hung Hom, Hong Kong
  • Permanent
  • Full-time
  • 7 days ago
China Life Insurance (Overseas) Company Limited (“China Life (Overseas)") with presence in Hong Kong, Macau, Singapore and Indonesia is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation.Responsibilities
  • Participate in support, research and analysis of MPF products
  • Provide sales, training and marketing supports
  • Develop and monitor sales & distribution channels for market
  • Achieve sales targets and new business volume goals
  • Provide daily support to the sales & brokerage channels i.e. offer product and administrative training, case management, facilitate communication in regard to changes in procedures, compliance and guidelines
  • Develop, formulate, and implement sales and marketing strategies to develop new business, build and maintain relationships with sales channels
  • Be the subject matter expert and provide support to distribution channels, internal and external stakeholders
  • Ensure a smooth process from pre-assessment to policy issuance
  • Maintain good records, generate status reports for management as needed
  • Support tasks / initiatives assigned by the department head from time to time
Requirements
  • University degree or above
  • Minimum 2 years related MPF experience on direct, agent or brokerage business development, experience with international trustee or insurance companies is preferred
  • Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure; private banking, wealth planner, tax advisory, or trustee experience is an advantage
  • Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP is preferable
  • Result oriented with emphasis on customer and quality
  • Strong interpersonal and communication skills
  • Significant level of risk, sales quality, and compliance awareness
  • Fluent in Cantonese, Mandarin and English
  • Candidates with less experience will be considered as Manager

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