District Insurance Specialist (Team Lead)

Responsibilities:

• Lead and supervise a team of Insurance Specialists in referral making and cross-selling insurance products
• Manage team’s overall performance and quality to meet the business target
• Enhance the team’s selling and servicing skills through training, coaching and case sharing
• Ensure the team to fully comply with the regulatory requirements, internal policies and procedures
• Work closely with marketing and other support departments on strategies, plans and related procedures and processes to achieve revenue, product penetration and customer satisfaction goals
• Manage the overall insurance sales figure preparation and analytics, provide sales strategies with senior management for business planning

Qualifications:

• University graduate
• At least 5 years of relevant experience on insurance selling and leading insurance sales team
• Licensing qualifications – Licensed in HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3 and 5
• Certified Retail Wealth Professional (CRWP) is preferred
• Sound knowledge of insurance industry and products
• Aggressive and result-oriented
• Strong leadership, negotiation, communication and interpersonal skills
• Knowledge of applyMicrosoft office e.g. Word, Excel, Powerpoint is a must
• Good command of English and Cantonese

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