Life insurance product specialist

Job Title: Life insurance product specialist
Location: Hong Kong
Reference: CL-190502
Contact Name: Carmen Lee
Contact Email:
Job Published: May 16, 2019 10:39

Job Description

Life insurance product specialist, commercial banking, VP Level



  • Proactively identify new business opportunities and provide excellent sales services to customers, engaging Relationship Managers or other frontline partners. Convert these opportunities into success at a high closing ratio with revenue targets being regularly achieved

  • Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships

  • Work with Relationship Managers closely on a day to day basis to build trust and rapport

  • Provide professional advice to internal or external customers on how our team can fulfill business requirements

  • Recommend changes in products, service, and process by evaluating results and competitive developments

  • Proactively drive overall business result of the entire Districts or Corporate Divisions assigned to the job holders. Be responsible to engage Commercial Banking Directors, Team Heads and Relationship Managers in the formulation and execution of business strategy and tactical program

  • Provide and, or support trainings and workshops for internal or external customer as required





  • Bachelor degree holder of revelant studies

  • Solid years of sales experience for insurance products, min 5 years revelant experience from banking sector

  • Insurance Intermediaries Qualifying Exam, paper 1, 2, 3 and 5 or possess certain insurance qualification according to the regulatory requirement

  • Hong Kong Securities Institution Paper 1,7 and 8 and possess certain investment wealth management qualifications

  • Strong interpersonal, sales and communication skill. Good PC skills

  • Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage.



Interested parties, please feel free to call Carmen KM Lee on +852 25856770.   


Interested candidates, please send an updated CV to  and Thank you!