Mobile Insurance Specialist

Job Ref: 257797963581-180

We offer challenging careers that will further your personal development. We are now looking for high-caliber individual(s) to fill in the following position.


  1. Identify and capture insurance business opportunities with prompt follow up on analytically driven leads with key focus on Non Residence Chinese customers in Hong Kong
  2. Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
  3. Provide specialist advice on appropriate insurance solutions to ensure the insurance and protection needs of Non Residence Chinese customers are well fulfilled
  4. Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
  5. Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
  6. Maintain high level of compliance guidelines and procedures


  1. Tertiary or university level education, preferably in finance, business or a related discipline
  2. Solid experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and sales capabilities
  3. Insurance licenses required
  4. Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  5. Good level of verbal English and Cantonese, and fluency in Putonghua is required
  6. Excellent communication, interpersonal and motivational skills
  7. Self motivated, excellent interpersonal skill

Interested candidate please submit your application here: Candidate Application

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