Build and strengthen relationships with retail customers.
Communicate new insurance products, promotional offers, and relevant market information to clients.
Partner with internal teams, middle-office operations, product specialists, and internal stakeholders to maximize cross-selling and revenue opportunities.
Participate in industry events, targeted campaigns, and commercial networking initiatives to capture new market opportunities.
Requirements
Education: University degree in Business Administration, Finance, or a related field.
Professional Experience: Proven track record in corporate sales and business development, with a strong preference for mid-market commercial financial services experience.
Licensing Requirements: Valid Insurance Intermediaries Qualifying Examination (IIQE) Paper 1 (General Insurance) and Paper 3 (Long Term Insurance).
Commercial & Risk Acumen: Strong commercial mindset with the ability to identify, evaluate, and mitigate key compliance and business risk issues.
Communication & Languages: Exceptional communication skills with the ability to convey complex commercial concepts in clear, non-technical language. Professional fluency in written and spoken English, Cantonese, and Mandarin.
Candidates from insurance agents or banking relationship managers background are welcomed.
