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Business Executive (BE)

Business Executive (BE) is designed for high caliber individuals with the experience of a supervising and managerial role. A BE will devote 100% to the sale of various insurance and financial planning solutions and start recruiting with the recruitment identity granted to them. They have the advantage of fast track promotion to agency management path. All of these opportunities are supported by specially designed training programs, and the mentoring practices of agency.


Job Highlights

  • Flexible working time
  • Conduct research and analysis on global markets
  • Friendly and cohesive working team
  • Provide Professional on-the-job training

Job Descriptions

  • Assess clients’ financial situations by conducting financial needs analysis
  • Analyze and provide solution to meet the financial needs of the clients
  • Provide comprehensive wealth management services to clients including:

       Risk Management

       Retirement Planning

       Asset Allocation

       Estate Planning

  • Build up close business relationship with clients and review their financial portfolios
  • Build up and manage financial planning team


  • High Diploma holder or above
  • Self-motivated with strong drive to succeed
  • Hardworking, detailed-oriented, independent and sophisticated at working under pressure
  • Good numerical skill and business sense
  • Strong interpersonal, communication and presentation skills
  • Proficient at written English, Chinese and excellent at Mandarin


  • Development allowance on achievement of business target. Start from HK$10,000 to HK$15,000 per month Plus Training Allowance

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Interested in working at Chubb?

We’re always on the look-out for individuals with a committed discipline to their craft, a strong work ethic and strong sense of accountability.