Retirement Planner

About the role AXA China Region Insurance Company Limited is seeking an experienced Retirement Planner to join our dynamic Sales team. This is a full-time position based in Tsim Sha Tsui, Yau Tsim Mong District . As a Retirement Planner, you will play a pivotal role in developing new business opportunities within the retirement planning and insurance sector. You will be responsible for identifying, engaging with, and converting prospects into valued clients by providing comprehensive retirement solutions tailored to their individual needs. This role is essential to AXA's growth strategy in the region and offers significant potential for career advancement within our expanding organisation. Key responsibilities Identify and prospect potential clients seeking retirement planning solutions, utilising both existing networks and new business development strategies Conduct comprehensive needs assessments with clients to understand their retirement objectives, financial situation, and long-term goals Design and present personalised retirement and insurance solutions that align with clients' retirement aspirations and risk profiles Develop and maintain a robust pipeline of qualified leads through relationship building, referrals, and proactive outreach activities Negotiate and close retirement planning agreements, ensuring clear communication of policy terms and client obligations Collaborate with underwriting and product teams to ensure seamless policy implementation and customer satisfaction Maintain accurate records of client interactions, sales activities, and pipeline progress using company systems and tools Exceed individual sales targets and contribute to team and departmental revenue objectives Stay informed of industry trends, competitor offerings, and regulatory developments in the retirement planning and insurance sector Provide exceptional customer service and maintain long-term relationships with clients to encourage renewals and additional business What we're looking for Proven track record of success in new business development, sales, or retirement planning within the insurance or financial services industry Strong understanding of retirement planning products, investment vehicles, and insurance solutions Excellent sales acumen with demonstrated ability to identify client needs and present compelling solutions Exceptional communication and interpersonal skills, with the ability to build rapport and trust with diverse client bases Strong negotiation skills and ability to close complex sales transactions Proficiency in using customer relationship management (CRM) systems and sales management tools Fluency in English and Cantonese; Mandarin proficiency is advantageous A valid driving licence and willingness to travel within the region Relevant professional qualifications such as the International Unit Trust Exam (IUTE), Life Insurance Management Exam (LIME), or equivalent certifications are preferred Self-motivated, goal-oriented, and comfortable working in a results-driven environment Knowledge of Hong Kong's regulatory framework and insurance industry compliance requirements What we offer At AXA China Region Insurance Company Limited, we are committed to fostering a supportive and inclusive workplace where employees can thrive both professionally and personally. We offer a comprehensive benefits package designed to reward your dedication and support your wellbeing: Competitive base salary with performance-based commission structure and bonus incentives Comprehensive health insurance coverage for you and your family members Retirement savings scheme and pension benefits Professional development opportunities and training programmes to enhance your skills and knowledge Career progression pathways within our growing organisation Flexible working arrangements where applicable to support work-life balance Staff discounts on AXA products and services Social and recreational activities to build team camaraderie and engagement About us AXA China Region Insurance Company Limited is a leading insurance provider in the Asia-Pacific region, committed to delivering innovative and customer-centric insurance solutions. With a strong heritage spanning decades, we have built our reputation on trust, reliability, and financial strength. Our mission is to empower individuals and businesses to manage life's uncertainties through comprehensive protection and retirement planning solutions. We pride ourselves on our diverse and talented workforce, our commitment to operational excellence, and our dedication to making a positive impact in the communities we serve. As part of the global AXA Group, we leverage world-class expertise and resources to deliver exceptional value to our customers and stakeholders. Apply now If you are a driven professional passionate about retirement planning and new business development, we would like to hear from you. Please submit your CV, a cover letter outlining your relevant experience, and any professional certifications to our recruitment team. Join AXA and build a rewarding career helping clients secure their financial futures.