Insurance Specialist/Financial Planning Manager
Responsibilities
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Collaborate with RMs in Branch to provide insurance planning services to customer
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Maintain good relationship with existing customer and develop potential client base
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Engage appointments to cross-sell insurance products and close deals
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Comply with Banking policies and procedures.
Requirements
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At least 2 years relevant experience
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Extensive knowledge on insurance products and services
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Good communication, interpersonal and selling skills
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Passed IIQE Paper 1, 2, 3 is a "MUST"
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Proficient in Cantonese, Fluent Mandarin speaking is definitely an advantage
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