Insurance Product Expert, Subang Jaya

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At HSBC, our purpose is opening up a world of opportunity. 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 to take care of their day-to-day finances and to manage, protect and grow their wealth.

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

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.

HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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