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Citi

Insurance Specialist

Kowloon City District, Hong Kong SARSales

About the role

FinEx AI summary

Partner with relationship managers on client relationship building and financial planning. Serve clients across insurance products including whole life savings, universal life, endowment, retirement planning and general insurance. Lead and support branch sales staff to achieve insurance goals.

Core skills

insurance product saleswhole life savings plansuniversal lifeendowment plansretirement planninggeneral insurance

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