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Insurance Specialist – selling insurance products to branch customers, managing admin and after-sales.
Based in Banqiao, TWN, Permanent Office Working, requiring 3 years insurance sales experience and multiple licenses.
Job Description
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Requisition Number:
57188
Job Location:
Banqiao, TWN
Global Grade:
Band 7
Work Type:
Office Working
Employment Type:
Permanent
Posting Start Date:
01/07/2026
Posting End Date:
Key Responsibilities
• 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.
Key stakeholders
• Insurance Product Manager
• PvB RM
• Sales head / Branch Manager
Other Responsibilities
• 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
Skills and Experience
• Addressing Customer Needs
• Customer Experience Management
• Cross-Selling
• Effective Communication
Qualifications
• 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
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
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
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
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.
Apply now
Apply now
Information at a Glance
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Job Skills
Key Skills
Cross Selling
Sales
Customer Demand Planning
Relevant Skills
Knowledge of After-sales Services
Geography
Continuous Training
Customer Experience
Elearning
Insurance Sales
Ethics
Self Motivation
Communication Skills
Capital Markets
Mental Health
Consulting
Perseverance
Knowledge of Finance
Insurance Management and Aftercare
Innovation
Administrative Operations
Assertiveness
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