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Insurance Specialist, InsuranceCiti
Insurance Specialist, InsuranceCiti
Job Highlights
  • financial planning propositions
  • insurance products
  • insurance services
Job Description
  • To work with relationship managers in total client relationship building and financial planning propositions
  • To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance
  • To lead and support the branch sales staff to achieve the insurance goal

  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Passes in Chinese or English and Mathematics in HKCEE or equivalent* is a MUST
    *All high school public examinations (such as university entry examinations) will be recognized as equivalent to HKCEE
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills
Additional Information
Career Level
Entry Level
Qualification
Degree
Industry
Years of Experience
2 years
Employment Type
Full Time
Company details
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.