Insurance Product Expert, Kuching | Kuching, MY

HSBC; Balingian, Kuching; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC is seeking an Insurance Product Expert to join their Wealth and Personal Banking team. The role involves achieving sales targets, supporting Relationship Managers, and providing exceptional after-sales service. Candidates should possess a relevant Bachelor's degree and a minimum of 3 years of experience in financial services, particularly in Bancassurance.

Qualifications

• Bachelor's degree or equivalent in relevant fields.
• Minimum 3 years of experience in financial services, especially in Bancassurance.
• Strong communication and interpersonal skills.

Responsibilities

• Achieve sales performance targets and maintain desired product mix.
• Support Relationship Managers and provide financial planning advice.
• Guide customers on claims and policy changes.

Skills

Communication

Interpersonal Skills

Results-oriented

Education

Bachelor's Degree in Business Studies

Bachelor's Degree in Management

Bachelor's Degree in Marketing

Job description

Job Opportunity: Insurance Product Expert at HSBC

Join HSBC's Wealth and Personal Banking team as an Insurance Product Expert. In this role, you will collaborate with colleagues to define, manage, and achieve divisional business targets.

Principal Responsibilities

1. Meeting KPIs: Achieve sales performance targets for Relationship Managers and branches, meet wealth insurance revenue goals, and maintain desired product mix for PERML. Ensure overall participation, productivity, conversion ratios, profitability, and quality sales.
2. Sales Activities & Management: Support Relationship Managers and Branch Leaders, review client portfolios, assist in client meetings, stay updated on new products and market trends, recommend suitable solutions, demonstrate core values (Open, Connected, Dependable, Courageous Integrity), provide financial planning advice, organize branch activities, and oversee overall insurance business.
3. After Sales Service: Provide guidance on claims, policy changes, and ongoing support to customers.

Requirements

• Bachelor's Degree or equivalent in Business Studies, Management, Marketing, or related fields.
• Results-oriented with a keen interest in product support roles.
• Minimum 3 years of relevant experience in financial services, particularly in Bancassurance and life insurance, preferably in banking.
• Strong communication and interpersonal skills.

Candidates with immediate right to work locally and no need for relocation will be prioritized due to urgent hiring needs.

Explore more opportunities at www.hsbc.com/careers. HSBC is committed to fostering an inclusive, respectful workplace that supports professional growth and development.