The Bank of East Asia

Area Insurance Manager - Branch Distribution & Services | HK Talent Engage

Published 2024-04-18 00:00:00

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Job description

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

Requirements

  • 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

Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=UFOCUS=Applicant&SiteId=1&JobOpeningId=4396&PostingSeq=1 or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after six months.

Job particulars

Job source
eFinancialCareers
Job reference
20962975
Date published
18 Apr 2024
Job keywords
Retail Banking,Branch and Retail Services,Insurance & investment,Insurance,Sales

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