Insurance Product Expert

HSBC; Malacca City; On-site; MYR 80,000 - 120,000; Full time

Job summary

A leading bank in Malaysia is seeking an Insurance Product Expert to enhance customer experience and meet sales targets within Premier segments. This role involves supporting Relationship Managers, conducting portfolio reviews, and providing financial planning advice. Candidates should possess a strong sales background with a minimum of 7 years in bancassurance or life insurance sales within banking. Excellent communication skills and relevant licenses are required. This position prioritizes candidates with immediate work eligibility locally.

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• Ideally have experience within a banking environment.

Responsibilities

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

Skills

Result-driven mindset

Excellent communication skills

People skills

Education

SPM qualification with 5 credits

PCE, CEILI, and TBE licenses

Job description

Some Careers Open More Doors Than Others.

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 take care of their day‑to‑day finances and 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 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.

Insurance Product Expert

We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.

Principal Responsibilities

• Meeting of KPIs
• Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
• Drive productivity, participation, revenue, and sales quality.
• 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.
• 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

www.hsbc.com/careers

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Issued by HSBC Bank Malaysia Berhad