Insurance Product Expert

HSBC; Petaling Jaya; On-site; MYR 80,000 - 120,000; Full time

Job summary

A leading banking institution in Malaysia is seeking an Insurance Product Expert to drive bancassurance sales and enhance customer relationships. The role requires a strong result-driven mindset and at least 7 years of relevant financial services experience, particularly in bancassurance and life insurance sales. Excellent communication skills and necessary licenses (PCE, CEILI, TBE) are mandatory. The position involves meeting sales targets, supporting relationship managers, and providing after-sales service to clients.

Benefits

Opportunities for professional development

Diverse and inclusive working environment

Flexible working options

Qualifications

• 7+ years of relevant experience in financial services, particularly in bancassurance and life insurance.
• Experience in a banking environment is preferred.

Responsibilities

• Meet sales target for Bancassurance in Premier and Premier Elite segments.
• Support Relationship Managers to improve customer satisfaction.
• Assist customers with after-sales needs including claims and policy changes.

Skills

Strong result-driven mindset

Excellent communication and people skills

Education

Minimum SPM qualification with 5 credits

Tools

PCE license

CEILI license

TBE license

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, Damansara Utama.

Responsibilities

• a) Meeting of KPIs — Meet sales target for Bancassurance in Premier and Premier Elite customer segments. Drive productivity, participation, revenue, and sales quality.
• 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. 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.
• c) After Sales Service — 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.

Opening up a world of opportunity

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Issued by HSBC Bank Malaysia Berhad