Senior Officer/Officer, Business Development, Financial Planning
At a glance
Senior Business Development role at FWD. Hong Kong - FWD Tower · full-time.
Pay not stated Business Development salary
growthroles summary, based on the employer's posting.
What you'll do
- Find and develop opportunities across life and general insurance, while building ties with B2B partners, in-house advisors and orphan clients
- Act as the main point of contact for frontline channels and coach in-house advisors on sales
- Set up insurance learning sessions for B2B partners and in-house advisors, plus sales meetings for advisors
- Check that LRs follow regulatory and compliance requirements, and turn competitor and product research into practical recommendations
- Support CIES or wealth promotion and frontline hiring through briefings, roadshows, candidate sourcing and recruitment events
What you bring
- A degree in finance, economics, business or a related subject, plus at least five years in insurance and investment brokerage
- IIQE Papers 1, 2 and 3 are required for life and general insurance
- You communicate well, work effectively with people and use Word, Excel and PowerPoint confidently
- Fluency in English, Cantonese and Putonghua
Who this fits
This role suits someone with brokerage experience who can support sales, partner relationships, market research and recruitment. It is based in Hong Kong and offers a five-day work week.
From the employer
About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com
For more information about FWD Hong Kong, please visit www.fwd.com.hk/
The Job
- Seeking business opportunities and expanding business, covering Life and GI Business
- Building and maintaining strong relationships with B2B partners, in-house advisors and orphan clients
- Serve as the primary contact for front-line channels. Providing sales training, guidance & support to in-house Advisors
- Arrange insurance training and seminars for B2B partners and in-house advisors
- Arrange Sales meeting for in-house advisors
- Ensure all LRs meet regulatory and compliance requirements
- Experience in market intelligence, competitor benchmarking, product comparison and preparation of research reports with practical business recommendations.
- Experience in supporting CIES or wealth management promotion, including product briefings, training sessions, roadshows and sales enablement activities.
- Experience in frontline sales recruitment and talent acquisition support, including candidate sourcing, lead generation, screening coordination and recruitment events.
The Person
- Degree or above in Finance, Economics, Business or related disciplines with minimum 5 years of Insurance Brokerage & Investment Brokerage experience. Candidates with less experience will be considered as Officer
- IIQE Paper 1 - 3 is a must for Life Insurance & General Insurance. IIQE Paper 4 & 5 will be an advantage.
- SFC License Type 1 & 4 and MPF will be an advantage
- Experience with Family Office/ CIES campaign will be an advantage
- People oriented and strong communication skills
- Proficient in MS Word, excel and PowerPoint
- Fluent in English, Cantonese and Putonghua
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.
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