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Career Opportunity

Insurance Relationship Manager

  • Primary Location: China,Shanghai,Shanghai
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19017243

Description


RESPONSIBILITIES

  • Introduce insurance products and financial solutions to customer through comprehensive financial planning, asset allocation analysis and financial gap identification
  • Maintain/manage customer relationship, ensure consistent and superior customer experience.
  • Strictly follow compliance requirements and internal sales regulations.

Qualifications


REQUIREMENTS

  • University degree or above.
  • Good communication skills, warm service attitudes and proactive to work.
  • Familiar with insurance law and regulations, insurance/investment products. With financial planning capabilities.
  • Those familiar with corporate law, tax regulations and financial markets will be considered with priority.
  • Those with AFP or CFP certification will be considered with priority.
  • Minimum 2 years’ experience in wealth management with banks or financial planning with insurance companies.