Collaborate with RMs in Branch to provide insurance planning services to customer

Maintain good relationship with existing customer and develop potential client base

Engage appointments to cross-sell insurance products and close deals

Comply with Banking policies and procedures.

• At least 2 years relevant experience

• Extensive knowledge on insurance products and services

• Good communication, interpersonal and selling skills

• Passed IIQE Paper 1, 2, 3 is a "MUST"

• Proficient in Cantonese, Fluent Mandarin speaking is definitely an advantage