Insurance Product Expert, Kuantan

HSBC; Kuantan; On-site; MYR 60,000 - 80,000; Full time

Job summary

A global banking institution in Kuantan is seeking an Insurance Product Expert to join its Wealth and Personal Banking team. The ideal candidate will meet sales performance targets, provide financial planning advice, and support Relationship Managers in client engagements. Experience in insurance management and the ability to achieve KPIs are essential for this role.

Qualifications

• Experience in insurance product management and sales.
• Strong understanding of financial planning and insurance portfolios.
• Ability to meet performance targets and KPIs.

Responsibilities

• Achieve sales performance targets and wealth insurance revenue goals.
• Support Relationship Managers and help in client meetings.
• Provide after-sales support and financial planning advice.

Job description

Some careers grow faster than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support, and rewards that will take you further.

At HSBC, our purpose is opening up a world of opportunity. 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.

In International Wealth and Premier Banking, 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 manage their finances, protect, and grow their wealth. Retail Banking plays a crucial role in executing the strategy, providing guidance to markets to ensure all customer journeys, products, and services are sustainable, inclusive, and customer-centric. Retail Banking comprises global teams such as Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers, spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert.

Principal Responsibilities:

1. Meeting KPIs

• Achieve Relationship Manager and Branch sales performance targets.
• Meet wealth insurance revenue goals.
• Achieve target product mix for PERML.
• Ensure participation, productivity, conversion, profitability, and quality sales at the individual and branch levels.

Sales Activities & Management

• Support Relationship Managers and Branch Leaders professionally.
• Review client portfolios to identify gaps and risks.
• Assist Relationship Managers in client meetings, explaining complex solutions and identifying coaching opportunities.
• Keep Relationship Managers updated on product launches, market trends, and technical knowledge.
• Recommend solutions aligned with clients' needs and risk profiles.
• Demonstrate core values: Open, Connected, Dependable, and Courageous Integrity.
• Provide financial planning advice related to insurance portfolios.
• Update sales leaders regularly on progress.
• Organize branch activities like customer events.
• Manage overall insurance business for Relationship Managers and branches.

After Sales Service

• Provide after-sales support such as claims processing and policy adjustments.