Insurance Product Expert, Downing Street

Cari; Ipoh; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Flexible working

Professional development

Inclusive workplace

Job summary

HSBC Bank Malaysia Berhad is seeking an Insurance Product Expert to join the International Wealth and Premier Banking team in Malaysia. You will drive Bancassurance sales within Premier segments and collaborate with Relationship Managers to review client portfolios and provide financial planning advice.

You will lead customer events, educate clients on insurance solutions, and handle after-sales needs including claims and policy changes.

Qualifications

• Minimum 7 years of relevant experience in financial services, bancassurance and life insurance sales.
• Strong sales orientation with advisory capability.
• Excellent communication and interpersonal skills.
• SPM qualification with 5 credits is required.
• Must hold PCE, CEILI, and TBE licenses.

Responsibilities

• Meet sales targets for Bancassurance in Premier and Premier Elite customer segments.
• Support Relationship Managers and Branch Leaders to improve customer satisfaction; conduct client engagements and portfolio reviews with financial planning advice.
• Assist customers with after-sales needs including claims, policy changes and general support.

Skills

Sales mindset

Excellent communication

People skills

Result-driven

Education

SPM with 5 credits

Tools

PCE license

CEILI license

TBE license

Job description

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 joinin the role ofInsurance 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.
   • 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.

3. 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.

Opening up a world of opportunity

hsbc/careers

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 HSBC Bank Malaysia Berhad