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Retail sales

Insurance Sales Manager (Rank: AVP)

OCBC logoOCBCOCBC Hong KongFull-timeListed 1mo ago

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The posting

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you will be doing

  • Provide on-site sales support for insurance business
  • Enhance the insurance selling skills of the frontline sales staff
  • Collaborate with insurance product team to support the on-going insurance sales activity and product launch
  • Support Branch Manager on exploring life insurance business strategy from branch portfolio
  • Provide coaching to branch sales staff in life insurance business
  • Conduct joint call with branch sales staff to facilitate the selling and close deal
  • Host workshop/clinic to uplift sales performance of individual sales staff
  • Enhance the knowhow of salespersons on AML, compliance and regulatory related items

What we are looking for

  • University degree in Finance, Economics or related disciplines
  • 8-10 years banking experience in retail life insurance business sales/coaching
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CRWP, CFA or CFP qualifications
  • Strong sales driven, result-oriented with good communication skills
  • Proficiency in both written and spoken English, Chinese and Putonghua

What we offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Taken from OCBC's own posting, last seen live on 14 Nov 2026.

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About OCBC

Singapore's longest established bank, founded in 1932, selling business loans, cash management, trade, treasury and insurance to companies and mortgages, cards and wealth products to individuals in Singapore, Malaysia, Hong Kong and China, with private banking through Bank of Singapore.

Pay schedule: Salaried bank employment on a manager, AVP and VP grade ladder, with a competitive base and flexible benefits; Hong Kong insurance roles require IIQE (and for some HKSI) licences.

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