Insurance Specialist*Welcome Insurance agent to try*

Classify HR Solutions Limited; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

HSBC Insurance Specialists in Hong Kong identify and capitalise on insurance opportunities while managing portfolios and maintaining strong relationships with Premier mainland clients. You will provide end-to-end service, from needs identification to application and follow-up, ensuring high satisfaction and persistence.

Collaboration across teams and adherence to compliance are essential. English proficiency is required with Mandarin fluency; multiple branch locations in Hong Kong are available

Qualifications

• Experience in understanding clients' needs and providing life insurance solutions to clients, including mainland clients

Responsibilities

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads in Hong Kong
• Manage insurance portfolios and maintain Premier mainland client relationships to ensure high satisfaction and persistence
• Engage end-to-end insurance service: needs identification, solution recommendations, application fulfilment, and follow-up
• Provide specialist advice on insurance solutions to meet Premier customers' needs
• Collaborate with internal teams and partners to deliver HSBC service standards
• Foster a positive team culture through referrals and knowledge sharing
• Maintain compliance with all applicable laws and HSBC guidelines

Skills

Needs analysis

Life insurance

Wealth management

Sales ability

Communication skills

Education

Finance/Business degree

Job description

Insurance Specialist**Welcome Insurance agent to try**

Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong

Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency

Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up

Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled

Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard

Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing

Maintain a high level of compliance guidelines and procedures

Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures.

主要職責：

工作地點：可選香港/九龍/新界 多個分行地點

Requirements

• Tertiary or university level education, preferably in finance, business or a related discipline
• Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field
• Extensive wealth management and insurance product knowledge and sales capabilities
• Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
• A good level of English in reading and writing, fluent Mandarin is required
• Excellent communication, interpersonal and motivational skills