Insurance Product Expert, Klang Valley

HSBC; Kuala Lumpur; On-site; MYR 100,000 - 120,000; Full time

Job summary

A leading global bank in Kuala Lumpur is looking for an Insurance Product Expert to drive sales and enhance customer satisfaction within Bancassurance. The successful candidate will have at least 7 years of experience in financial services, particularly in bancassurance and life insurance sales. This role requires excellent communication skills, a result-driven mindset, and necessary financial licenses. Join a team committed to fostering a diverse and inclusive workplace where opportunities for growth are abundant.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• Strong interest in product sales and advisory.
• Candidates must hold required licenses.

Responsibilities

• Meet sales targets for Bancassurance in Premier and Premier Elite customer segments.
• Drive productivity, participation, revenue, and sales quality.
• Assist customers with after-sales needs including claims and policy changes.

Skills

Result-driven mindset

Excellent communication

People skills

Education

Minimum SPM qualification 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 join in the role ofInsurance Product Expert.

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.

Opening up a world of opportunity

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