About the role
FinEx AI summary
Collaborate with branch sales staff to provide insurance planning services, analyze customers' financial situations, and recommend life and investment-linked products. Support sales events, meet sales targets, and train sales staff. Requires IIQE and HKSI certifications and banking relationship management experience.
Core skills Insurance Planning Relationship Management Business Development IIQE HKSI Life Insurance
Role details
Work style On-Site
Posted 14 Oct 2026
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