Insurance Specialist

• 銷售保險商品 Focus on selling insurance products.
• 以分行客戶為主提供保險商品相關諮詢服務Focus on insurance product selling and advisory for the customers in branches.
• 處理保險業務行政作業及提供售後服務Handle relevant administration work and after-sales service.
• 協助分行 保險業務經營與客戶開發Maintain insurance business and explore new customer.

• Insurance Product Manager
• PvB RM
• Sales head / Branch Manager

• Embed Here for good and Group’s brand and values in Taiwan;
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedure

• 金融常識與道德Basic Test on Financial Markets and Professional Ethics
• 人身保險業務員Personal insurance representative
• 投資型保險業務員Investment-orientated insurance product representative
• 人身保險業務員銷售外幣收付非投資型保險商品測驗合格證書

• 具良好溝通協調能力且表達能力佳Good communication ability with excellent expression ability.
• 具服務精神且樂於接受挑戰Service oriented and willing to take challenges.
• 必備人身保險業務員, 投資型保險商品業務員, 外幣收付之非投資型人身保險資格證照 Must have 3 insurance licenses, including life, investment and non-investment foreign.
• 具保險銷售經驗3年或理財專員經驗3年以上 3 years of insurance Sales or RM experience.
• 熟悉保障型及投資型商品 Familiar with insurance and Investment insurance products

• Addressing Customer Needs
• Customer Experience Management
• Cross-Selling
• Effective Communication

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
• Flexible working options based around home and office locations, with flexible working patterns
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Standard Chartered