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The incumbent will be responsible for executing Voluntary Business sales strategies, performing sales and admin functions throughout the marketing and sales process. Fostering good relationship with internal and external business partners and clients by providing efficient and quality service.


  • Support the delivery of Voluntary Business visions and strategies
  • Conduct employee benefit plan presentation to clients and members as well as promote health insurance plans in workplace
  • Assist members to bridge the gaps in their risk exposure and recommend on relevant insurance protection solutions matched to members’ needs
  • Cross-sell and up-sell various types of insurance products to achieve assigned sales targets
  • Develop and maintain sound relationships with brokers by acting as a key contact point and providing efficient and high quality service
  • Actively seek and develop new business opportunities through brokers, by expanding existing broker relationships or developing new relationships with brokers; and to occasionally work directly with clients
  • Achieve individual and team sales target
  • Assist on any ad-hoc business projects


  • Minimum of 2 years’ experience in insurance-related industry
  • Experience in health insurance products is essential
  • Detail-oriented, organized and able to work under pressure
  • Strong communication and interpersonal skills
  • IIQE Paper 1,2,3 are required

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Job manager

Charles Mok

Charles possesses extensive working experience in the Insurance industry specialising within the Insurance and Wealth Management sectors. Graduating from University of Toronto with a degree in Bachelor of Arts, he focuses on recruiting within the Life & Health arena in particular; Sales and Dist...

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