Insurance Product Specialist – Bancassurance (KL)

HSBC; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

A global banking institution is seeking an Insurance Product Expert in Kuala Lumpur. The role involves meeting sales targets in bancassurance, supporting Relationship Managers, and providing financial planning advice. Candidates should have at least 7 years of relevant financial services experience, excellent communication skills, and specific insurance licenses. Join a team that values professional development and inclusion in an engaging work environment.

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• Must hold PCE, CEILI, and TBE licenses.
• Minimum SPM qualification with 5 credits.
• Excellent communication and people skills.

Responsibilities

• 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.
• Plan and organise customer events at the branch or regional level.
• Assist customers with after-sales needs including claims and policy changes.

Job description

A global banking institution is seeking an Insurance Product Expert in Kuala Lumpur. The role involves meeting sales targets in bancassurance, supporting Relationship Managers, and providing financial planning advice. Candidates should have at least 7 years of relevant financial services experience, excellent communication skills, and specific insurance licenses. Join a team that values professional development and inclusion in an engaging work environment.