Insurance Agent (Family Office Manager)

at Taiping Life Insurance Co., Ltd. Beijing Branch (太平人寿保险有限公司北京分公司)

This role involves acting as an insurance agent, specifically focusing on managing family offices. The position requires engagement with individual, corporate, and institutional clients, as well as managing agent and channel sales.

Full Job Description

Job Title: Insurance Agent (Family Office Manager)

Salary Range: 10,000 – 20,000 RMB per month (13-month salary structure)

Location: Chaoyang District, Beijing

Experience: 3-5 years

Education: Junior College/Associate Degree or above

Employment Type: Full-time

Hiring Count: 1

Company Overview: Taiping Life Insurance Co., Ltd. Beijing Branch

Taiping Life Insurance is a key subsidiary of China Taiping Insurance Group Co., Ltd., one of China’s leading life insurance companies. Headquartered in Shanghai, the company boasts a registered capital of 10.03 billion RMB and total assets exceeding 1.16 trillion RMB as of August 2024. With over 1,380 branches, including 38 provincial-level branches, Taiping Life has established a comprehensive service network across China. The company has consistently received an “A+” financial strength rating from Fitch Ratings for nine consecutive years and has been rated “A” by the Insurance Association of China for nine years, demonstrating its robust financial performance and operational excellence.

China Taiping, a state-owned financial enterprise managed from Hong Kong, is the oldest continuously operating national insurance brand in China. During the “14th Five-Year Plan” period, China Taiping is committed to embracing new development stages, implementing new development concepts, and contributing to a new development paradigm. Guided by its strategic imperatives of “SOE Ethos, Customer First, Innovation Driven, and Value-Oriented,” the group actively supports national strategies and social welfare, fosters dual circulation, safeguards “One Country, Two Systems” and Hong Kong/Macau’s long-term prosperity and stability, and upholds the “Shared Taiping” development philosophy. The company is charting a new course for high-quality growth, aspiring to become the most valuable and internationally competitive modern financial insurance group in China’s insurance industry.

Position Introduction: Taiping 1929 Family Office

As defined by the Family Office Association of America, a family office provides comprehensive wealth management and family services for high-net-worth families, ensuring the long-term growth of their assets aligns with family expectations and aspirations, and facilitates the smooth inheritance and appreciation of these assets.

Taiping Life Insurance is proud to introduce the “Taiping 1929 Family Office,” designed to serve high-net-worth individuals. This bespoke service offers four core pillars of support: wealth inheritance, quality of life, children’s education, and family values/traditions. Through a dedicated concierge-style approach, we provide exclusive and customized services to help high-net-worth clients achieve family well-being, business longevity, and enduring legacy.

Responsibilities:

Provide comprehensive wealth management and personalized services to high-net-worth clients, including client acquisition, promoting company brands, selling company products, delivering policies, and offering corresponding client services.
Participate in or assist with recruitment activities.
Attend company training sessions and meetings punctually.
Perform other tasks assigned by the company.

Qualifications:

Junior College/Associate Degree or above; major is not restricted. Candidates with experience in finance, law, or sales are preferred.
Age between 25 and 60 years old. Exceptional candidates may have this requirement relaxed.
Presentable appearance, good health, and excellent verbal communication skills.
Good conduct, no criminal record, no records of dishonesty, and no history of industry violations or misconduct.