Head of Retail Insurance Distribution - Bank Insurance
Local bank · Large bank
MongkokOn-site
Role overview
A Career with the bank
the bank is committed to service excellence.
Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.
We seek to attract high-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Insruance
the bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965.
Over the years, the bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of the bank.
As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.
Role Overview
As a Senior Manager in Retail Insurance Distribution, you will lead the development and execution of distribution strategies to drive business growth and enhance customer experience.
You will collaborate closely with internal and external stakeholders to ensure the effective delivery of insurance products and services through various retail channels.
Principal Responsibilities
Develop and implement distribution strategies to achieve business targets and grow market share across retail insurance segment
Lead sales initiatives with branch channels focusing on retail banking and mainlander segment.
Identify business opportunities for channel optimization and innovation
Build strong internal and external partnerships to support business initiatives and maximize distribution effectiveness
Lead, coach and motivate a high-performing team, fostering collaboration, accountability, and continuous improvement
Promote financi...
Experience: Director level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Monitor sales performance, market trends, and customer feedback, providing actionable insights and recommendations to senior management
Bachelor’s degree in Business, Finance or related discipline
Minimum of 10 years’ experience in direct channels Insurance distribution, including at least 5 years in a managerial capacity
Demonstrated leadership, communication, stakeholder management, communication and interpersonal skills
Strong sense of ownership and a service-oriented mindset, ensuring efficient and effective customer service processes
Proven ability to drive sales growth and manage multi-channel distribution
Comprehensive knowledge of insurance products, market trends, life insurance propositions and the regulatory environment
Experience in wealth management and portfolio review, with expertise in retirement, legacy and risk (protection) planning
Professional qualification in financial planning (e.g. CFMPTM, CFPCM, FLMI, CFA) and passes in the Insurance Intermediaries Qualifying Examinations are advantageous
Mature, creative and dynamic with excellent communication and presentational skills
Proficiency in English, Cantonese and/or Putonghua
