Technical Representative (TR)

Alpina Legacy is an international wealth structuring and life insurance group serving high-net-worth families, intermediaries and carriers across Europe, Asia and offshore jurisdictions.

The role

We are looking for a hands-on Technical Representative to be the technical bridge between our clients, brokers and insurance carriers. You will structure, document and support universal life and PPLI solutions from first enquiry to placement.

Key responsibilities

Act as technical point of contact for universal life and PPLI cases with carriers in Hong Kong, Bermuda and Singapore

Prepare broker memos, statements of work (SOW) and case submissions to a high professional standard

Organise and follow up medical checks and underwriting requirements with clients, clinics and carriers

Analyse product features, illustrations and policy terms, and present clear recommendations

Coordinate with underwriting, compliance and legal teams to move cases efficiently to issuance

Support product development and carrier relationships alongside the Group CEO

Profile

Solid experience in universal life with Hong Kong, Bermuda and/or Singapore insurers; PPLI experience strongly preferred

Proven ability to draft broker memos and SOWs

Ability and ambition to grow your own book of business

Autonomous, independent and comfortable owning cases end to end

Thrives in an entrepreneurial, fast-moving and international environment

Excellent written and spoken English; Mandarin or Cantonese is a plus