Assistant Manager / Manager, Business Development (Insurance Broker - Life)

Job Responsibilities:

Collaborating with Bank RMs to identify and explore new business opportunities (Mainly Life Insurance Business) proactively from customers

Conduct the needs assessment and pitch the suitable products & proposals to potential customers

Prepare and deliver compelling sales presentations and proposals to potential customers

Collaborate with teammates to achieve mutual support both on sales and back-end tasks

Achieve the sales target as assigned by company

Maintaining strong business relationships with all business partners

Carrying out market research with analysis and delivering updates on insurance trends and developments to RMs

Offering regular trainings

Conducting product & customer’s due diligence and regular assessment to meet compliance requirements

Assisting the line manager to enhance & streamline the workflow of life insurance business

Assisting the superior to prepare regular meeting materials and MIS reports

Providing support on ad-hoc projects as assigned by the superior

Conducting AML & Due diligence for customers

Keeping proper record of the supporting documents for all successful deals and potential deals

Following all internal guidelines as required by company

Job Requirements:

Bachelor’s degree with minimum 5 years’ relevant working experience in insurance industry especially life insurance field

Have business development experience

Professional licensing qualifications on IIQE paper I, II, III and V

Good command of both written and spoken English and Chinese

Strong interpersonal, communication, presentation and negotiation skills

Able to work under pressure and independently

Collaborate well with all teammates

Good time management

Proficiency in using Microsoft WS, Excel & PowerPoint

Candidate with more experience may be considered as Manager