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.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank's Conduct Principles

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

• 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non-investment foreign

• 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
• Are 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 leave, parental/maternity (20 weeks), sabbatical (12 months 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