Business Insurance Specialist recruitment
Job Description
To maximize the competitive advantage of the Bank's Insurance business through conducting meeting with customers, recommends life insurance product to best suit their business needs, towards achieving predictable business goals.
Key Roles Responsibilities
- Collaborate with SME channels to provide professional business insurance planning services by meeting potential customers.
- Analyzes customers' personal or company financial situation and identifies their
needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs. - Provides quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To align insurance sales targets and work closely with SME to optimize the sales results.
- Maximizing business opportunities to achieve individual sales target.
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
- To comply with the guidelines listed in operation manual and IPSP on all sales process.
- Explain securities services and associated risks to clients who are interested in using the Bank's related services.
- Provide information on securities products and handle related customer enquiries as appropriate in day to day customer interactions.
Qualifications Skills
- Experienced in both banking or financial fields.
- Sound interpersonal and communication skill.
- Degree Holder with sales experienced.
- License in TR (Passed IIQE Paper 1, 2, 3 5) and RI (HKSI passed paper 1, 7 8) related products.
- It is preferable if candidate can speak Mandarin
How To Apply
You can search and view current opportunities across our organisation and apply immediately by registering or logging in to our careers website www.standardchartered.com/careers.
August 17, 2011
• Tags: Business Insurance Specialist recruitment, Insurance careers in the Hong Kong SAR • Posted in: Financial