Bancassurance Specialist

About the role

Evergreen Assurance distributes savings, protection and retirement products through three partner banking networks. A bancassurance specialist is our person physically on the branch floor: coaching relationship managers on what to look for, taking the referrals they generate, and running the customer meeting through to submission.

This posting is for our Tsim Sha Tsui cluster, covering a flagship branch and two satellites nearby. The customer mix is a genuine cross-section of Hong Kong — retiring civil servants, small business owners, mainland visiting clients — which is why Mandarin matters as much as Cantonese here.

We measure specialists on persistency as well as production. Cases that lapse in year two come back to your figures, and that design is deliberate: it produces conversations about what someone actually needs rather than what closes fastest.

What you'll do

• Conduct financial needs analysis and present suitable protection, savings and retirement solutions to referred bank customers
• Coach and equip branch relationship managers to identify opportunities and make quality referrals
• Run joint appointments with RMs and take ownership of the compliance-critical parts of the sales process
• Complete accurate documentation — needs analysis, risk profiling, product disclosure and cooling-off notification
• Track your pipeline and persistency in the CRM and present both at the weekly cluster meeting
• Support branch campaigns, customer seminars and referral clinics during the peak savings season

What we're looking for

• 4+ years in life insurance or bancassurance sales in Hong Kong with a verifiable production record
• Valid Insurance Authority licence as a technical representative (long term), IIQE Papers 1, 3 and 5 held
• HKSI Paper 1 and Paper 7, or ability to obtain within the first six months, for investment-linked discussions
• Native Cantonese and business Mandarin; conversational English for documentation and partner meetings
• Comfortable working inside a partner bank's culture and service standards, not only our own

Nice to have

• Existing relationships within a Hong Kong retail banking network
• CFP or FChFP designation
• Experience with high-net-worth or visiting-client segments

What you get

• Basic salary plus uncapped monthly incentive — top quartile specialists earned above HK$1.1m last year
• Annual overseas convention for qualifiers
• Medical, dental and life cover, plus MPF above statutory contribution
• Licensing fees, CPD hours and designation study fully sponsored
• Branch-based role in Tsim Sha Tsui with no weekend duty roster