
Insurance Specialist
About the role
To partner 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, etc. 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 Certified Retail Wealth Professional (CRWP) is preferred Proactive and result-oriented with strong selling skills Fluent in English, Cantonese and knowledge of Mandarin preferred Good relationship building and communication skills ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter.
About Citigroup
KOWLOON
Headquarters