Insurance Product Expert, Amanah (Penang / Johor Bahru)

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking an Insurance Product Expert to drive sales and support relationship managers in enhancing customer satisfaction. The role involves meeting sales targets, conducting portfolio reviews, and assisting customers with after-sales services. Ideal candidates will have a strong understanding of insurance products and excellent communication skills. Join the team to be part of something bigger and help clients manage their wealth effectively.

Qualifications

• Strong understanding of insurance products and services.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively within a team.

Responsibilities

• Meet sales targets for Bancassurance.
• Support Relationship Managers in customer satisfaction.
• Assist customers with after-sales needs.

Job description

Overview

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.

Principal Responsibilities

1. a) Meeting of KPIs
   • Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
   • Drive productivity, participation, revenue, and sales quality.
2. b) Sales Activities & Management
   • 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.
   • Identify 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.
3. c) After Sales Service
   • Assist customers with after-sales needs including claims, policy changes, and general support.