Incorporated in November 1950, Shanghai Commercial Bank Ltd. is one of the most well known local Chinese banks in Hong Kong. At present, there are more than 40 local and overseas branches. The Bank has always been pursuing the motto of its founder, Mr. Kwang-pu Chen, to 'Serve the Community'. The Bank's slogan of 'For Personalized Service' and 'All in a Family' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members.
Responsibilities:
- Perform sales activities of life insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business as well
- Proactively communicate and establish good relationship with business partners and internal stakeholders to ensure business & processes alignment, also drive desired results of life insurance business
- Collaborate with the Relationship Managers of Retail and Corporate Banking to explore and develop insurance business opportunities of the Bank’s customers for achieving the assigned sales targets
- Perform regular visits and provide professional mentorship to frontline whenever appropriate to establish business growth and maximize new business opportunities
- Enlarge the total number of referrals and motivate the scale to eventually develop to high-net-worth and untapped customer market
- Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines
- Monitor and maintain good records for life insurance referral & business performance, closely follow up with status, generate reports for the Management as needed
- Provide support on the onboarding process for premium financing & obtain gatekeepers clearance to comply with relevant regulatory requirements
- Assist in ad-hoc projects and duties as assigned by the superior
Requirements:
- University graduate with at least 4 years of relevant experience in the insurance industry, preferably with banking and/broker experience
- Proven insurance sales experience will be a definite advantage
- Sound knowledge of life insurance products, premium financing, underwriting processes, and regulatory requirements
- Strong presentation, interpersonal, negotiation, and problem solving skills, with good understanding of the Bancassurance/ brokerage market
- Ensure sales quality, compliance and regulatory requirements are met
- Good command of spoken and written English and Chinese, including Putonghua
Proficiency in using MS Office applications e.g. Word, Excel, and PowerPoint
We offer competitive remuneration commensurate with candidate’s background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking “Apply Now” or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.
We are an equal opportunity employer.
Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.
All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.