Insurance Specialist
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
This role offers a unique opportunity to be seconded to our bank partner where the successful candidate will engage directly with high-net-worth clients and relationship managers to deliver tailored insurance solutions as part of holistic wealth planning.
The candidate will contribute to our mission by ensuring compliant client-centric insurance advice that aligns with both Manulifes standards and our partner banks expectations. This opportunity provides exposure to a prestigious banking environment international client engagement and the chance to influence wealth planning strategies at the highest level.
Position Responsibilities:
- Conduct joint appointments with RMs to meet customers understand their needs and provide advice on suitable insurance solutions
- Support the entire insuranceapplication fulfilment process follow up on underwriting requirements and facilitate a smooth onboarding journey
- Conductsubsequent reviews with clients to ensure their evolving needs are met
- Conduct regular updates training & engagement to private bankers so that they are familiar with concepts of insurance as a part of wealth planning as well as the main attributes of the products and their applications
- Respond to RM and customers insurance related queries promptly
- Prepare client presentation material with the support of admin team.
- Work with RMs & admin team to provide after sales services to clients.
- Attend client engagement events locally & overseas
- Conduct presentations at client events
- Ensure that the advisory process is fully compliant with Manulifes guidelines as well as the requirements of our private bank partner
Requirements
- Degree Holder with at least 10 years of related experience marketing insurance products to HNWI preferably within the banking industry
- Established track record in marketing life insurance to HNWIs
- Strong working & technical knowledge in HNW insurance and an in depth understanding of underwriting and due diligence requirements
- Travelling will be required
- Possesses a positive mindset is a motivated self-starter with the tenacity to succeed
- Ability to establish rapport and goodrelationships with private bankers clients and related stakeholders
- Fluency in English & Mandarin. Ability to present and conduct business in Mandarin
- Possesses CMFAS qualifications
When you join our team:
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Required Experience:
IC
Key Skills
- Sales Experience
- Time Management
- Marketing
- Customer Service
- Communication skills
- Retail Sales
- Business Management
- Outside Sales
- Telemarketing
- Insurance Sales
- Medicare
- Phone Etiquette
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
