Insurance Product Specialist – Bancassurance Growth

HSBC; Kuching; On-site; MYR 90,000 - 130,000; Full time

Job summary

HSBC in Malaysia is seeking an ambitious Insurance Product Expert within Premier Banking to drive bancassurance sales and advisory services to Premier and Premier Elite clients. You will work with Relationship Managers, conduct portfolio reviews, and provide financial planning guidance to tailor insurance solutions while staying compliant with licensing requirements.

This role requires a strong sales orientation, excellent communication, and at least 7 years in financial services with

Qualifications

• Strong result-driven mindset with interest in product sales and advisory.
• Minimum 7 years of relevant experience in financial services, especially 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.

Responsibilities

• Meet sales targets 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.

Skills

Sales orientation

Excellent communication

Education

SPM with 5 credits

Job description

HSBC in Malaysia is seeking an ambitious Insurance Product Expert within Premier Banking to drive bancassurance sales and advisory services to Premier and Premier Elite clients. You will work with Relationship Managers, conduct portfolio reviews, and provide financial planning guidance to tailor insurance solutions while staying compliant with licensing requirements.

This role requires a strong sales orientation, excellent communication, and at least 7 years in financial services with