Sales Manager – HNW Business

Send your CV to now!

Our client is A Major International Insurance Company


  • Manage existing accounts to facilitate sales activities of partners and enhance sales momentum;
  • Identify and pitch potential new partners with strategic alignment to widen the distribution network;
  • Formulate, build, develop, implement, monitor the sales promotion and incentives plan for all the business channels and segments of both local & international HNW brokers;
  • Work closely with HNW Sales Director to formulate and implement customer centric sales propositions, sales literatures, tools, sales motivational events, sales campaigns, customer seminars, customer centric activities to both internal and external business partners;
  • To achieve the business targets assigned by company to cope with aggressive business expansion, while maintaining high quality of business persistency ratio & offer best customer experience to our business partners & their clients;
  • Collaborate with internal departments, which includes but not limited to, Individual Life Products Team, Distribution Operations, Policy Administration, Legal and Compliance, Corporate Communications, Customer Services, Information and Technology, Actuarial & Finance, to provide the best services & processes, customer experience, technologies and people to our Brokerage & IFA partners and their customers;
  • Conduct sales training and product introduction to frontline sales to ensure the Company’s products are the products of choice;
  • Be Proactive and Creative to initiate activities to enhance our market shares & industry awareness of our best practice;
  • Be analytical on sales trend, change in market and regulatory environment and provide solution to capture any emerging opportunities;
  • Collect updated marketing insurance product information for comparison with the Company’s products;
  • Maintain close relationship with both partners’ management team and key frontline staff;
  • Actively perform branch visit and on-site sales coaching;
  • Participate in adhoc projects as assigned by the Senior Manager or Senior Management from time to time.


  • University graduate;
  • 6 to 8 years of experience in the Hong Kong life insurance industry together with at least 5 years job related experience;
  • Proven track record in delivering sales, formulating promotion and incentive campaigns to channels and segments in HNW Brokerage & IFA areas;
  • Good understanding in sales cycle and HNW market & products;
  • Familiarizes with and good knowledge of the industry’s best practices, legal and compliance framework and market competitive environment;
  • Strong team player, strategic-minded, self-motivated, attention to details and able to work under pressure;
  • Excellent communication, interpersonal & presentation skills;
  • Strong business acumen, independent, and result-oriented;
  • Industry recognized studies and passes of fellowship examinations such as FLMI, CLU etc. are preferred.
  • General PC skills in using MS Word, Excel, and PowerPoint
  • Excellent command of both written & spoken English and Chinese, including Cantonese and Mandarin.

Interested parties, please send your CV in MS Word format with an indication on present and expected salary to Mr. Lee via email at, thanks!