About our client
Our client is well-regarded for its strong reputation in the insurance and financial services industry. With a strong commitment to customer satisfaction, they offer a wide range of products, including life, health, retirement and investment empowering individuals to achieve their financial goals and secure their futures.
Key Responsibilities
- Develop, implement, and manage strategies for the assigned channels to maximize sales performance and growth of High-Net-Worth (HNW) segment
- Work closely with wealth management, and other internal teams to create comprehensive wealth planning services.
- Identify growth opportunities within the agency and distribution channels, setting sales targets and KPIs to drive performance.
- Cultivate strong relationships with partners to enhance collaboration and support.
- Provide training and support to channel partners, ensuring they are well-equipped with product knowledge and sales techniques.
- Regularly review sales performance metrics, preparing reports and presentations for senior management.
- Conduct market research and analysis to understand trends, competitor strategies, and customer needs to inform channel strategies.
- Provide guidance and support to subordinates to achieve departmental goals.
Requirements
- Bachelor's degree in Business, Finance, Marketing, or a related field
- 6+ years of experience in sales management within the insurance industry
- Proven track record of wealth management and planning
- Knowledge of insurance and investment products with relevant license
- Strong analytical skills with the ability to interpret data and make data-driven decisions.
- Excellent communication and interpersonal skills.
- Ability to work independently as well as part of a team.
- Excellent command in written and spoken English and Chinese
