Role Overview: This role responsible for providing all administrative support to sales team.
Key responsibilities:
...
End-to-End Support: Manage the application process from the initial quote through to the final policy activation.
Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.
Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when required.
Data Integrity: Review all documentation for accuracy and ensure it meets all regulatory standards.
Key requirements:
Diploma holder or above
3 year of experience in life insurance industry
Welcome candidates with Insurance Specialist or RM backgrounds
Good command of both English and Chinese
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Role Overview: This role responsible for providing all administrative support to sales team.
Key responsibilities:
End-to-End Support: Manage the application process from the initial quote through to the final policy activation.
Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.
Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when required.
Data Integrity: Review all documentation for accuracy and ensure it meets all regulatory standards.
Key requirements:
Diploma holder or above
3 year of experience in life insurance industry
Welcome candidates with Insurance Specialist or RM backgrounds
Good command of both English and Chinese
skills
life insurance, saving, protection, HNW, operations, sales support
qualifications
At least 3 years of experience working with life insurance.
education
Bachelor Degree
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about the job.Oversee end-to-end life policy administration and servicing, ensuring accuracy, completeness, and full compliance with internal standards and regulatory requirements.Lead, supervise, and mentor the policy administration team, managing daily operations, setting targets, and conducting regular performance reviews.Manage policy adjustments and administration for Investment-Linked Assurance Schemes (ILAS) and provide fund administration support f
about the job.Oversee end-to-end life policy administration and servicing, ensuring accuracy, completeness, and full compliance with internal standards and regulatory requirements.Lead, supervise, and mentor the policy administration team, managing daily operations, setting targets, and conducting regular performance reviews.Manage policy adjustments and administration for Investment-Linked Assurance Schemes (ILAS) and provide fund administration support f
about the team.You will lead and grow a team of UHNW advisors, private banking partners, and legal specialists. Reporting directly to the Hong Kong CEO, you will create an energetic, performance-driven culture while building strong relationships with private banks, external asset managers (EAMs), and insurance companies.about the job.Drive and execute the Taiwan market strategy with full P&L ownership, driving revenue growth, market share, and platform sca
about the team.You will lead and grow a team of UHNW advisors, private banking partners, and legal specialists. Reporting directly to the Hong Kong CEO, you will create an energetic, performance-driven culture while building strong relationships with private banks, external asset managers (EAMs), and insurance companies.about the job.Drive and execute the Taiwan market strategy with full P&L ownership, driving revenue growth, market share, and platform sca
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
ResponsibilitiesRelationship & Sales Management: Build and manage brokerage partners to consistently drive sales and achieve organizational targets.Strategic Planning: Assist in designing and implementing distribution strategies for our partnership channels.Partner Enablement: Design and deliver engaging training programs, market updates, and educational materials.Dedicated Support: Serve as the main point of contact for brokers, resolving inquiries and gu
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