Manager, Business Development (Insurance Broker)

The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.

Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Key Responsibilities:

• Collaborating with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers
• Conduct the needs assessment and pitch the suitable products & proposals to potential customers
• Prepare and deliver compelling sales presentations and proposals to potential customers
• Collaborate with teammates to achieve mutual support both on sales and back-end tasks
• Achieve the sales target as assigned by company
• Maintaining strong business relationships with all business partners
• Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs
• Offering regular trainings
• Conducting product & customer’s due diligence and regular assessment to meet compliance requirements
• Assisting the line manager to enhance & streamline the workflow of life insurance business
• Assisting the superior to prepare regular meeting materials and MIS reports
• Providing support on ad-hoc projects as assigned by the superior
• Conducting AML & Due diligence for customers
• Keeping proper record of the supporting documents for all successful deals and potential deals
• Following all internal guidelines as required by company

Requirements:

• Bachelor’s degree with minimum 5 years’ relevant working experience in insurance industry especially life insurance field
• Have business development experience
• Professional licensing qualifications on IIQE paper I, II, III and V
• Good command of both written and spoken English and Chinese
• Strong interpersonal, communication, presentation and negotiation skills
• Able to work under pressure and independently
• Collaborate well with all teammates
• Good time management
• Proficiency in using Microsoft WS, Excel & PowerPoint

Please note that only shortlisted candidates will be notified.