Ref. no.: FM.02.092025
 
職位內容 Responsibilities

• 制定並執行有效的退休金產品銷售策略
• 識別並鎖定關鍵客戶群，並專注於企業和個人客戶
• 達到年度目標
• 與企業客戶和經銷商建立及維持長期合作關係
• 向客戶進行退休金計劃的推廣和諮詢
• 滿足客戶需求和處理客戶顧慮，確保客戶滿意度和保留率
• 此職位直接匯報給執行委員會及需定時完成執行委員會指派的工作

• Develop and execute effective sales strategies for our pension fund products.
• Identify and target key client segments, focusing on corporations and individuals.
• Achieve annual targets.
• Build and maintain long-term partnerships with corporate clients and distributors.
• Conduct presentations and consultations of pension schemes to clients.
• Ensure client satisfaction and retention by addressing their needs and concerns.
• This role requires direct reporting to the Executive Committee and shall fulfill duties delegated by the Executive Committee.

• 大學本科或以上學歷，主修金融、市場營銷、傳播學
• 3年商業銷售，業務發展/退休基金經驗，具金融服務或人壽保險業優先
• 對退休金產品和市場動態有深入了解
• 卓越的溝通和表達技巧
• 能夠與利害關係人建立並維持良好關係

• University degree or above, majoring in Finance, Marketing, Communications.
• 3 years’ experience in commercial sales, business development/Pension Fund, preferably within the financial services or life insurance industry.
• Strong understanding of pension products and market dynamics.
• Excellent communication and presentation skills.
• Ability to build and maintain relationships with key stakeholders.

• Updated and detailed resume (CV)
• Recent photo;
• Any documentation (academic qualification certificates; prior employment letters; etc.) you find relevant;