Insurance specialist

• Leading Retail Bank
• Great Remuneration Package
• Great Location 

Company Overview
This leading international retail bank is seeking an accomplished Insurance Specialist to join their consumer wealth management division following strong growth in retail insurance portfolios. You will leverage an extensive branch network and affluent customer base to drive protection and legacy planning sales. A competitive base salary, generous performance incentives, and clear career progression pathways will be provided to the successful appointee.

Job ScopeAs
the Insurance Specialist for a premier retail bank, your key responsibility will be to:

• Drive and achieve ambitious life insurance sales targets by partnering with Relationship Managers across the retail banking and affluent customer segments.
• Provide professional, needs-based insurance advisory services to retail and mass-affluent clients, covering protection, savings, retirement, and legacy planning.
• Conduct joint client meetings with Relationship Managers to identify cross-selling opportunities and provide specialized technical insurance expertise.
• Deliver regular product training, market updates, and sharing sessions to upskill frontline branch staff on insurance solutions and selling techniques.
• Monitor sales pipelines, track conversion rates, and ensure all insurance proposals align strictly with client risk profiles and financial goals.
• Collaborate with product partners and underwriters to streamline policy issuance and tailor competitive insurance packages for retail segments.
• Maintain rigorous adherence to internal compliance standards, regulatory requirements, and sales conduct guidelines set by relevant authorities.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Risk Management, or a related discipline.
• Possess relevant local insurance intermediaries qualifications (e.g., IIQE Papers 1, 2, 3, and 5) or equivalent professional designations (e.g., CFP, ChFC).
• At least 6 to 8 years of proven experience in insurance sales, specialist advisory, or wealth management within the retail banking or insurance sector.
• Strong interpersonal, communication, and relationship-building skills with a demonstrated passion for sales and client service.
• Excellent ability to explain complex protection concepts clearly to mass-affluent and retail clients.
• Impeccable communication skills in English and Cantonese/Mandarin (both spoken and written).

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3901 8731 for confidential discussion about it, we are always happy to help.