distribution support executive – life insurance.

• Provide comprehensive back-office support to our internal sales teams (brokers/advisors), ensuring all administrative aspects of life insurance new business and policy servicing are handled efficiently.

• Manage the end-to-end submission of paperwork, including meticulous form filling, document preparation, and ensuring all submissions adhere to strict company and regulatory timelines.

• Act as a key liaison, providing face-to-face support (not just phone/email) to our internal brokers and sales staff, guiding them through submission processes and resolving queries.

• Work closely with internal insurance company teams, including High Net Worth Case Management Teams, to facilitate complex policy applications and ensure seamless communication.

• Ensure full compliance with internal policies and external regulatory requirements, particularly concerning Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.

• Maintain accurate and organized records, ensuring all client and policy data is up-to-date in relevant systems.

• Assist in preparing reports and presentations as required by the distribution team.

Who We Are Looking For:

• Mandatory: Minimum of 1-3 years of proven sales support or back-office experience exclusively within the life insurance industry.

• Solid understanding and practical experience with Life Insurance products and application processes.

• Demonstrable knowledge of compliance requirements, specifically KYC and AML procedures, within the financial services/insurance sector.

• Exceptional organizational skills with a strong attention to detail and accuracy, particularly in handling documentation and deadlines.

• Excellent interpersonal and communication skills to effectively interact with internal stakeholders (brokers, sales teams, insurance company HNW teams).

• Proactive, solution-oriented, and able to work independently while being a strong team player.

• Proficiency in MS Office Suite (Word, Excel, PowerPoint).

• Fluency in English and Chinese (Cantonese and Mandarin preferred) is essential.

What We Offer:

• An opportunity to join a highly respected and stable international insurance brokerage.

• A stimulating work environment focused on high-value life insurance solutions.

• Attractive remuneration package with competitive benefits and bonus potential, recognizing your vital contribution to our distribution success.

• Exposure to complex High Net Worth cases and interaction with industry experts.

• Opportunities for continuous professional development within the life insurance brokerage sector.