Insurance Product Expert, Amanah

HSBC; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

A global banking institution is seeking an Insurance Product Expert in Kuala Lumpur. The role involves meeting sales targets in bancassurance, supporting Relationship Managers, and providing financial planning advice. Candidates should have at least 7 years of relevant financial services experience, excellent communication skills, and specific insurance licenses. Join a team that values professional development and inclusion in an engaging work environment.

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• Must hold PCE, CEILI, and TBE licenses.
• Minimum SPM qualification with 5 credits.
• Excellent communication and people skills.

Responsibilities

• Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
• Drive productivity, participation, revenue, and sales quality.
• Support Relationship Managers and Branch Leaders to improve customer satisfaction.
• Partner with Relationship Managers during client engagements.
• Plan and organise customer events at the branch or regional level.
• Assist customers with after-sales needs including claims and policy changes.

Job description

Area of Interest: Branch and Retail Banking

Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188

Work style: Office Worker

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra‑high net worth individuals and their families. We help our customers to take care of their day‑to‑day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world‑class wealth management through best‑in‑class, mobile‑first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

We are currently seeking an ambitious individual to join in the role of Insurance Product Expert, Amanah

Meeting of KPIs

• Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
• Drive productivity, participation, revenue, and sales quality.
• Support Relationship Managers and Branch Leaders to improve customer satisfaction.
• Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
• Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
• Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
• Assist customers with after‑sales needs including claims, policy changes, and general support.

Requirements

• Strong result‑driven mindset with interest in product sales and advisory.
• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
• Excellent communication and people skills.
• Minimum SPM qualification with 5 credits.
• Must hold PCE, CEILI, and TBE licenses.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

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