AD, Brokerage & IFA Distribution / Manger, Partnership Distribution

Talent Pro Recruitment Company Limited

  • 香港
  • 長期
  • 全職
  • 22天前
Our client, an international insurance group, is now looking for the high calibre candidates for their position of Associate Director, Business Development, Brokerage & IFA Distribution / Manager, Partnership Distribution.Associate Director, Business Development, Brokerage & IFA Distribution (80-100K)Roles and Responsibilities:
  • 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
Drive and build an excellent and trustful business relationship with key decision makers of partners. Build up network for new brokers. * Overall sales management of team account portfolio
  • 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
Job Requirements:
  • 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
Manager, Partnership Distribution (up to 55K)Responsibilities:
  • 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
Requirements:
  • 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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