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Senior Officer / Officer - Bancassurance Channel

China Life Insurance · Wan Chai, Wan Chai District

📅 04/08/2026
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Job responsibilities: Plan and implement sales projects, business training and other related activities according to the needs of the partnering banks Maintain close cooperation with partnering banks and provide professional sales support and excellent service Provide relevant business plan on achievement of sales target and product development strategies Job duties may be adjusted according to the changes in the market and the strategy of the company Requirement: Degree holder or above in Marketing, Finance, Business Administration, Insurance, Economic, Statistics or related disciplines 2-3 years of relevant sales experience, preferably in Bancassurance and banking field Possess valid insurance licenses (IIQE Paper I,II,III & V), professional qualifications in insurance (e.g.FLMI) is preferred Have broad understanding of insurance products in both Hong Kong and Mainland China markets Excellent communication skills; Self-motivated, energetic and can work independently and under pressure Proficient in written and spoken English and Chinese, fluency in Putonghua is an advantage 工作職責: 根據合作銀行需求開展銷售項目、業務培訓等相關活動的策劃和實施 與合作銀行保持緊密溝通,提供專業高效的各項服務 瞭解銀行保險市場發展狀況,提供適合之銷售策略和產品策略建議 按照市場變化及公司最新的發展方向會適時調整工作內容 任職要求: 大學本科或以上學歷,市場營銷、金融、商務、保險等相關專業 2-3年保險相關銷售經驗,具有銀保及银行業務經驗優先 具備代理人長期保險牌照或相關理財規劃師資質,擁有保險技能專業資格(如壽險管理師)優先 熟悉內地保險市場,瞭解內地客戶需求 良好的溝通技巧;自我激勵,能獨立工作及承受工作壓力 良好的中英文書面表達和普通話、粵語表達溝通能力
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