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Citi

Insurance Specialist

Hong KongSales

About the role

FinEx AI summary

Partners with relationship managers on client relationship building and financial planning, serving clients across a full range of insurance products including whole life savings, universal life, endowment and retirement planning. Leads and supports branch sales staff to achieve insurance sales goals. Requires a degree and at least two years of insurance product sales experience.

Core skills

insurance product saleswhole life savings plansuniversal lifeendowment plansretirement planninggeneral insurance

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