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招商永隆銀行

Senior Insurance Sales Manager, Wealth Product Department

  • 社招
  • 中国香港
  • 金融销售
  • 发布于 2026-07-28
原岗位链接 ↗

岗位描述

岗位职责
Sales Production

To conduct Bancassurance insurance sales for all bank channels;

To be responsible for achieving assigned Bancassurance insurance sales targets;

To aid frontline to conduct different sales programs such as open day, customer seminars and other relevant branch level activities to drive Bancassurance production.

Training and Coaching

To conduct drill, specialized training, experience sharing sessions to lift up the sales skills of frontline;

To coach frontline staff on Bancassurance insurance sales in order to uplift sales and product skill set

To act as communication bridge between product team and frontline for sales motivation and smooth execution of various Bancassurance sales programs and marketing programs

To diagnose sales problems in frontline and resolve by coordinating resources from product team and various other means

To uplift sales morale and spirit

岗位要求
Education/Experience

At least 8 years of experience in life insurance field with 5 years of relevant experience in life insurance sales

Degree holder in business discipline, FLMI is preferred

IIQE Paper 1, 3, 5

HKIB ECF-RWM Professional Level Cert is preferred

Skills/Knowledge:

Good business acumen

Proactive attitude, diligent, persistent and independent

Detail-minded, sound judgment and good problem solving capabilities

Good sales track record

Good communication skills

Fluent mandarin is preferrable

金融销售方向的申请准备

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