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Wealth Planning Advisor (Insurance focused)

China Construction Bank (Asia) Corporation Limited Hong Kong
Posted 1 day ago Permanent Competitive
Main Responsibilities

- To identify the life insurance needs of the customers and conduct the joint call selling on various life insurance products with frontlines.
- To provide good service to our customers and provide end-to-end solutions to meet the customers' requirement with frontlines.
- To conduct the sales activities within the compliance and regulatory boundaries.
- To coordinate the sales training with designated Insurance Companies to frontline associates.
- To work out the tactical sales planning and support with DM(s)/ CMs/ BMs
- To assist frontlines to enhance the selling skills through pre-case meeting and/or joint call activities.

Requirements

- University graduate with 3-5 years working experience in life insurance sales.
- Qualifications in IIQE/ HKSI related areas are required.
- Qualification in ECF is preferred
- Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
- Proficient in written and spoken Cantonese, Mandarin and English.
- Proficient in MS office application.

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.
Job ID  WPAI/CB
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