VP I - INSURANCE

HSBC Holdings plc; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks a VP I- Insurance to proactively identify commercial insurance opportunities and provide direct sales services to customers, engaging CMB RMs and frontline partners. You will convert opportunities into revenue and regularly meet targets while maintaining strong relationships and excellent after-sales service.

You will advise clients on I&I solutions, support trainings, and mentor teammates to achieve sales goals, all within regulatory guidelines and HSBC's

Qualifications

• Bachelor Degree required.
• Insurance sales experience and ability to identify commercial opportunities.
• IIQE, Paper 1-5 or equivalent insurance qualifications per regulatory requirements.
• RI license (HKSI Paper 1,7 & 8) or equivalent wealth management qualifications.
• Strong communication and sales skills in English and Chinese; Putonghua a plus.

Responsibilities

• Identify commercial insurance opportunities and provide direct sales services to customers, engaging CMB RMs and frontline partners.
• Convert opportunities into revenue with a high closing ratio and regularly achieve targets.
• Manage relationships and grow customers’ I&I wallet share through excellent after-sales service.
• Work with CMB RMs daily to build trust and respond to referrals promptly.
• Provide professional advice on how I&I can fulfill business requirements.
• Support I&I trainings/workshops for internal/external customers as required.
• Mentor less experienced team members to achieve sales targets as a team.
• Engage CMB Directors and Team Heads in formulating and executing business strategy.
• Maintain compliance with all internal and external rules, regulations and guidelines.
• Strive to meet quality sales measures as set by the company.

Skills

Interpersonal skills

Sales skills

Communication skills

PC skills

English/Chinese bilingual

Education

Bachelor Degree

Tools

MS Office

Job description

GCB 5

We are currently seeking a high calibre professional to join our team as a VP I- INSURANCE.

In this role you will:

• Proactively identify commercial insurance business opportunities and provide excellent direct sales services to customers, engaging CMB RMs and/ or other frontline partners. Convert these opportunities into real income at a high closing ratio with revenue targets being regularly achieved/exceeded


• Manage the department’s key relationships by providing excellent after sales service and identifying untapped business opportunities, thereby growing/ maximizing customers’ I&I wallet share in accordance with customers’ requirement


• Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships


• Work with CMB RMs closely on a day-to-day basis to build trust and rapport. Ensure RMs are aware of and comfortable in making business referrals to them and respond to their referrals/requests in a timely manner.


• Provide professional advice to internal/external customers on how I&I can fulfill business requirements


• Provide and/or support I&I trainings and workshops for internal/external customers as required.


• Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experienced team members to jointly achieve sales and targets as a team


• Be responsible to engage CMB Directors and Team Heads in the formulation and execution of business strategy and tactical program


• To maintain the highest standard of integrity and ensure compliance with all internal and external rules, regulations and guidelines on all service and sales activities


• Strict adherence to and work within the guidance laid down by the Sales Protocols and Compliance manuals and under the supervision of line managers. On-going compliance to all regulatory requirements is required


• Strive to achieve the quality sales measures as set down to them

To be successful you will need:

• Bachelor Degree


• With sales experience for insurance / investment products


• IIQE, paper 1, 2, 3 & 5 or possess certain insurance qualification according to the regulatory requirement


• RI license (HKSI Paper 1,7 & 8) or possess certain investment wealth management qualifications according to the regulatory requirement


• Strong interpersonal, sales and communication skill. Good PC skills


• Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks)

Opening up a world of opportunity

http://www.hsbc.com/careers

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.