Senior Associate, Direct Sales -Insurance (HK)
About Us
MoneyHero Limited (NASDAQ: MNY) is a leading tech- and AI-powered personal finance aggregation and comparison platform that provides consumers with actionable insights to discover, compare, and choose the best financial products with confidence — bringing data intelligence and seamless digital access across insurance and banking solutions. The Company operates in Singapore, Hong Kong, Taiwan and the Philippines. MoneyHero had over 300 commercial partner relationships as at 31 December 2025, and had approximately 5.1 million Monthly Unique Users across its platform for the year ended 31 December 2025.
The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.
What We Offer
You will be entitled to a competitive salary and attractive benefits, including:
- Annual leave, birthday leave, tenure leave, international remote work leave, and more
- Five-day work week, hybrid work arrangement
- Professional trainings, career advancement and internal mobility opportunities
- Competitive benefits including insurance and mental wellness program
About the Job
The role of the Senior Associate, Direct Sales (Insurance) is one of the most challenging and rewarding roles in MoneyHero HK. Reporting to the Head of Insurance, you effectively lead revenue growth by providing our customers with the best service and impartial advice on insurance products.
The Senior Associate, Direct Sales (Insurance) will be responsible for:
- Handle enquiries and actively pursue opportunities to sell Motor insurance to customers through WhatsApp
- Achieving monthly non-digital insurance sales targets
- Assist with customer inquiries and resolve issues related to insurance products
- Facilitate insurance applications, endorsements, renewals, and cancellations, ensuring accuracy and timeliness.
- Serve as subject matter experts and assist customers and internal stakeholders as and when required
- Maintain accurate records of client interactions, policies, and transactions using CRM systems or other software platforms
- Participate in ongoing training and professional development activities to enhance skills and knowledge
In this role, we are looking for someone with:
- Licensed by the Insurance Authority as an Insurance Agent or Broker (must have passed IIQE Paper 1 & 2)
- At least 2-3 years’ experience in insurance telesales preferred
- Proven ability to source leads and close independently
- Self-driven, persuasive, and customer-focused
- Strong interpersonal and communication skills
- Comfortable using digital tools (CRM, WhatsApp Business, Excel, etc.)
Good to have:
- CRM experience and/or strong analytical and data-driven mindset
- Customer-service-oriented with a flair for problem-solving
#LI-Hybrid
#MoneyHero
#LI-AK1
Create a Job Alert
Interested in building your career at MoneyHero Group? Get future opportunities sent straight to your email.
Apply for this job
*
indicates a required field
