Insurance Advisor / Relationship Manager (Team Leader Path)

Posted 27 January 2026
Salary HKD30000 - HKD50000 per month
LocationHong Kong
Job type Permanent
Discipline Financial ServicesInsurance & Insuretech
ReferenceBH-2692

Job description

Our client, a leading life insurance company in Hong Kong, seeks a motivated Insurance Consultant with team leadership potential. This role offers uncapped earning potential through team growth and emphasizes high customer engagement alongside strong sales results. Ideal candidates come from bank backgrounds like retail/commercial Relationship Managers or technology solutions profiles.
Responsibilities
  • Actively engage clients to sell life insurance solutions and build long-lasting relationships.
  • Achieve sales targets through proactive customer outreach and high activity levels.
  • Mentor and grow a future team, developing junior consultants for expansion.
  • Identify cross-selling opportunities in banking-style client portfolios.
  • Drive business momentum with consistent results and performance metrics.
  • Collaborate on innovative tech-driven insurance initiatives if from tech background.
Requirements
  • Banking experience preferred, e.g., Relationship Manager in retail or commercial banking.
  • Alternatively, a background in technology solutions with client-facing roles.
  • Proven sales track record in financial services; leadership potential essential.
  • High energy for customer engagement; fluency in Cantonese, Mandarin, and English.
  • Relevant insurance qualifications (e.g., IIQE) or willingness to obtain.
  • Strong interpersonal skills for team building and high performance.
Interested parties please apply directly for the application process. For a confidential discussion on this role or to find out more opportunities in the market, please contact Alvin Tang at +852 3901 8730 or via atang@captarpartners.com to schedule a meeting.
For more job opportunities, please visit us at https://www.linkedin.com/company/captar-partners/jobs