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Responsibilities

Provide professional advice on life, medical, savings, and protection insurance solutions.
Serve clients introduced through referral channels and existing networks.
Conduct financial needs analysis and recommend suitable insurance products.
Build long-term relationships and become a trusted advisor to clients.
Support clients through the policy application, onboarding, and after-sales process.
Identify cross-selling and referral opportunities within the existing client base.
Keep up to date with market trends, product knowledge, and regulatory requirements.
Ensure all client interactions and recommendations comply with regulatory standards.

Requirements

1+ years of experience in insurance, wealth management, banking, or financial services.
Strong passion for client servicing and relationship management.
Good understanding of insurance and wealth protection products.
Excellent communication and interpersonal skills.
Ability to build trust and maintain long-term client relationships.
Self-motivated, goal-oriented, and proactive in serving clients.
IIQE 1,3

Type: Permanent

Category: Financial Services - No Selection Required

Reference ID: 612-091026-KS

Date Posted: 09/10/2026

Shortcut: http://jobs.manpowergrc.hk/rmKnEM