You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job Description
- Cultivate and nurture relationships with existing VIP clients with the aim of safeguarding in-force business by achieving the retention target.
- Leverage the existing relationships and trust with VIP clients by using the tailored solutions, cross-selling and exclusive benefit to generate new sales opportunities from them.
- Establish a holistic strategic planning and execution to ensure the smooth transition to eMPF.
- Conduct continuous reviews and provide recommendations for enhancing the team's sales performance, distribution strategies, and service model, ensuring their optimal effectiveness.
- Provide valuable insights and recommendations for the development and enhancement of Sun Life's products and services, ensuring their competitiveness in the market.
- Handle the ad-hoc projects as assigned from time to time.
Preferred Skills
Abilities
- Excellent presentation and communication skills
- Fluent in both English and Chinese (Cantonese & Mandarin)
- Strong PC skills in Excel, Access and Word
- Able to work both in a team and independently
- Excellent influencing skills and collaborative abilities with both external and internal stakeholders
- Ability to translate strategy into plans and actions.
Knowledge
- Solid knowledge of the MPF & Group Insurance and understand of current market situation in Hong Kong, including clients, products, distribution channels and regulations.
- Extensive experience in distribution channel management
Qualifications
- Degree in Business, Finance, Accounting or equivalent is preferrable.
- At least 10 years prior working experience in pension or financial services related field
- Candidate with fewer experiences will be consider as Manager.
Job Category:
Customer Service / OperationsPosting End Date:
17/07/2025Similar Jobs
What We Do
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years
