Insurance Product Expert, Malacca (Malacca, 04, MY, 75300)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Communication","People skills","Customer focus","Relationship-building"]

Seeking an Insurance Product Expert to drive Bancassurance sales, support Relationship Managers, and oversee post-sale service. You’ll manage KPIs, coach branch teams, and coordinate client engagements, portfolio reviews, and financial planning to recommend insurance solutions within Premier and Premier Elite segments.

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FursaFursa
HSBC
HSBC
7 months ago

Insurance Product Expert, Malacca (Malacca, 04, MY, 75300)

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Last checked: 5 hours agoStatus: Live

Job Summary

Seeking an Insurance Product Expert to drive Bancassurance sales, support Relationship Managers, and oversee post-sale service. You’ll manage KPIs, coach branch teams, and coordinate client engagements, portfolio reviews, and financial planning to recommend insurance solutions within Premier and Premier Elite segments.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key 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, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
  • •Identify 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.

Pay and Benefits

Perks:Flexible Working

Key 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.
Experience:7+ years
Education:High School
Skills:CommunicationPeople skillsCustomer focusRelationship-building
Certifications:PCECEILITBE

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn