Senior Bancassurance Insurance Specialist

HSBC Holdings plc; Kuching; On-site; MYR 120,000 - 180,000; Full time

Job summary

HSBC Holdings plc invites an ambitious Insurance Product Expert to join our team in Malaysia. You will drive bancassurance sales, support relationship managers, and help clients plan their insurance portfolios. The role requires a minimum 7 years in financial services, SPM with 5 credits, and PCE/CEILI/TBE licenses.

You will engage branches, organize events, and ensure high service standards. You will continually update product knowledge and collaborate with RM staff to deliver tailored

Qualifications

• Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales.
• 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 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 and providing financial planning advice.
• Identify opportunities for coaching through joint appointments, keeping RM 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 driven

Communication skills

People skills

Education

SPM with 5 credits

PCE license

CEILI license

TBE license

Job description

HSBC Holdings plc invites an ambitious Insurance Product Expert to join our team in Malaysia. You will drive bancassurance sales, support relationship managers, and help clients plan their insurance portfolios. The role requires a minimum 7 years in financial services, SPM with 5 credits, and PCE/CEILI/TBE licenses.

You will engage branches, organize events, and ensure high service standards. You will continually update product knowledge and collaborate with RM staff to deliver tailored