Principal

Account Manager, Pension Sales & Distribution

Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(7/12/2024 5:27 AM)
Requisition ID
2024-43702
Category
Account & Relationship Management
Pos Typ
Regular Full-Time

Responsibilities

This incumbent will solicit new pension business no matter MPF & other non-MPF products including ILAS through AXA Agency channels and achieve the company’s sales target. You will assist to deliver MPF & non MPF trainings, including decumulation solution to AXA agents.

 

Key Responsibilities include:

  • Prospect, sell and service MPF & non-MPF (including ILAS) to meet standards and objectives
  • Promote among the agency to increase the number of MPF & ILAS licensees;
  • Help to work collaboratively with Sales Support, Pension Operations and Relations Management Team to ensure a smooth onboarding of new pension clients & ILAS clients

 

Requirements

  • University graduate or equivalent
  • At least 3 years experience in MPF & ILAS sales, other financial product training or agency-related experience.
  • Corporate client presentation & closing experience is an advantage. 
  • Licensed holder of MPFA & SFC is preferable
  • An outgoing personality with strong selling and presentation skills
  • Mature, proactive and able to work independently
  • Excellent interpersonal and communication skills including spoken & written English and Chinese
  • Good proficiency in using Excel and PowerPoint

Additional Information

What We Offer

Principal offers employees a competitive package and a comprehensive range of benefits to help meet your needs now and in the future, including:

  • Flexibility
  • Generous employment benefits
  • Opportunities to develop, learn and grow your career
  • Employee Stock Purchase Plan

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