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