Specialist, Business Development

Sun Life Financial

紅磡
長期
全職

11天前

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Job description (heading) / Description du poste (titre)

Discover customers' retirement needs during client appointment and capture MPF sales opportunities.
Collaborate with difference business partners to seek MPF business opportunities
To provide quality pre and post sales service, participate in client meeting and explore any other MPF sales opportunities.
Complete business fulfilment process as appropriate and maintain a smooth & efficient daily operations
Establish good rapport and maintain relationship with customers, handling enquiries, resolving customer problems or complaints and follow up with customer's applications
Supporting the team manager in developing and implementing the business plan and relevant business initiatives for MPF & ORSO.

Preferred skills (heading) / Compétences particulières (titre)

Solid experience in the MPF industry being in front-line/customer service
Thorough understanding the product knowledge of MPF and ORSO
Team player with a self-motivated mind-set and genuine interest in MP industry
Excellent interpersonal and presentation skills
Effective problem-solving skills

Qualifications (heading) / Compétences (titre)

University degree holder or equivalent with sound experience
Qualified with Insurance Intermediaries Qualifying Examination including MPF license qualification (paper1, 3 & 4)

Responsibilities (heading) / Responsabilités (titre)

Meeting the required level of activities and sales targets

Job Category: Channel ManagementPosting End Date: 29/06/2024

Sun Life Financial

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