Insurance Product Expert, Bayan Baru (Bayan Lepas, 07, MY, 11900)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsSkills: ["Communication","People skills","Sales","Customer service","Relationship management"]

Insurance Product Expert within Branch and Retail Banking leading bancassurance sales in Premier segments, supporting Relationship Managers, and conducting portfolio reviews and financial planning advice. Responsible for after-sales service, coaching, and event participation to drive branch performance and customer engagement.

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HSBC
HSBC
4 months ago

Insurance Product Expert, Bayan Baru (Bayan Lepas, 07, MY, 11900)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Closed

Job Summary

Insurance Product Expert within Branch and Retail Banking leading bancassurance sales in Premier segments, supporting Relationship Managers, and conducting portfolio reviews and financial planning advice. Responsible for after-sales service, coaching, and event participation to drive branch performance and customer engagement.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Meet KPIs and 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 coaching opportunities and keep staff updated on products and market trends.
  • •Assist customers with after-sales needs including claims, policy changes, and general support.
  • •Plan and organise customer events at the branch or regional level, and represent the bank as a speaker to engage customers.
  • •Provide guidance and insights during joint appointments to strengthen product knowledge and advisory capabilities.

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+ yearsBankingFinancial servicesInsuranceBancassurance
Skills:CommunicationPeople skillsSalesCustomer serviceRelationship management
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