WeLab Bank - Bancassurance Sales Lead

WelabQuarry BayFull Time

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Job description

About the role

WeLab Bank is seeking a dynamic and results-oriented Bancassurance Sales Lead to join our innovative team in Quarry Bay, Hong Kong. This role is in driving the growth of our bancassurance business, leveraging our banking platform to offer tailored insurance solutions to our customers. The ideal candidate will possess a strong background in sales and insurance, with a passion for enhancing customer experiences and achieving sales targets. You will be instrumental in developing strategies that align with our business objectives while fostering relationships with both internal and external stakeholders.

Key facts

Location: Quarry Bay

Engagement: Full-time

What you'll do

Lead the development and execution of the bancassurance sales strategy to achieve revenue targets and market penetration goals.
Collaborate with cross-functional teams, including marketing, product development, and customer service, to create integrated sales campaigns that enhance customer engagement.
Identify and pursue new business opportunities within the bancassurance sector, focusing on building long-term relationships with clients.
Monitor market trends and competitor activities to inform strategic decision-making and identify areas for growth.
Train and mentor the sales team, providing guidance on best practices in bancassurance sales and customer relationship management.
Analyze sales performance metrics and prepare regular reports for senior management, highlighting successes and areas for improvement.
Develop and maintain strong partnerships with insurance providers to ensure a comprehensive range of products is available to customers.
Organize and participate in promotional events and seminars to raise awareness of bancassurance offerings and drive customer acquisition.
Ensure compliance with regulatory requirements and internal policies related to bancassurance sales activities.
Act as a subject matter expert on bancassurance products, providing support to the sales team and addressing customer inquiries effectively.
data analytics to assess customer needs and preferences, tailoring solutions to enhance customer satisfaction and loyalty.
Foster a culture of continuous improvement within the sales team, encouraging innovative approaches to sales and customer engagement.

Requirements

A minimum of 5 years of experience in sales, with a focus on bancassurance or financial services.
Proven track record of meeting or exceeding sales targets in a competitive environment.
Strong understanding of insurance products and regulations within the Hong Kong market.
Excellent communication and interpersonal skills, with the ability to build rapport with clients and stakeholders.
Demonstrated leadership abilities, with experience in managing and developing sales teams.
Analytical mindset with the ability to interpret data and make informed decisions.
Proficiency in both English and Chinese (Cantonese/Mandarin) is essential for effective communication with clients.
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
A degree in finance, business, or a related field is preferred.

Nice to have

Experience in digital banking or fintech environments.
Knowledge of customer relationship management (CRM) systems and sales automation tools.
Relevant professional certifications in insurance or financial planning.
Familiarity with data analytics tools and techniques to drive sales performance.
Previous experience in developing training programs for sales teams.

Skills & tools

Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software.
Strong negotiation and presentation skills.
Ability to work collaboratively in a team-oriented environment.
Familiarity with digital marketing strategies and tools to enhance sales efforts.

Practical notes

The position is based in Quarry Bay, Hong Kong, and may require occasional travel for client meetings or industry events.
Competitive salary and benefits package will be offered, commensurate with experience.
WeLab Bank is committed to diversity and inclusion in the workplace and encourages applications from all qualified candidates.
Candidates must be eligible to work in Hong Kong and may require a valid work visa.