AD, Brokerage & IFA Distribution / Manger, Partnership Distribution
Talent Pro Recruitment Company Limited
- 香港
- 長期
- 全職
- Formulate the business strategies, sales plans and initiatives in accordance to team KPIs
- Originate and drive business sales plans and initiatives. Manage and influence both internal & external stakeholders
- Develop new business ideas and lead the continuous development of Brokerage channel sales platform especially for brokerage segment
- Lead the team to deliver the company new initiatives and business directions
- Uplift the compliance awareness level of the team. Reinforce the key of quality and complaint business to the team, encourage the team to escalate risks or non-compliance matters
- Provide on-the-job coaching for subordinates and support for their individual career development
- Review existing broker accounts on a regular basis and provide new proposal to ensure service level and compensation are competitive
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirement
- University / College graduate with at least 12 years relevant experience and preferably with Insurance company serving Brokerage channel
- Solid experience on strategic planning for business development
- Good analytical and strong in sales management
- Good insurance and investment product knowledge
- Good interpersonal and communication skills
- Good written and spoken English and Chinese / Mandarin
- Self-motivated and able to work under pressure
- Obtain relevant license if job involves in regulated activities
- Build relationships with brokerage firms to increase sales and meet targets
- Acquire new brokers or partners to grow the business
- Help create and execute strategies for partnership distribution channels
- Conduct market research and analysis
- Create and deliver training materials and market updates
- Improve the efficiency of underwriting processes
- Assist with any projects assigned by the People Leader
- Bachelor Degree or above
- Must have passed IIQE Paper 1 & 3 or relevant qualifications
- Preferably 5 years of experience in the insurance sector
- Strong customer-centric mindset
- Good teamwork, communication, and interpersonal skills
- Fluent in Cantonese and English, with Mandarin is an advantage
- Proficient in computer skills, including Chinese word processing
- Less experienced candidates may be considered as Assistant Manager
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