Insurance Product Expert, Ipoh (Ipoh, 08, MY, 30000)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Communication","Sales","Customer service","Relationship-building","Teamwork"]

Role focused on meeting bancassurance sales targets and providing advisory support within HSBC’s Premier Banking segments. You will collaborate with Relationship Managers, drive product knowledge, assist with portfolio reviews, and organize customer events while delivering after-sales service in a high-growth insurance and wealth management environment.

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FursaFursa
HSBC
HSBC
7 months ago

Insurance Product Expert, Ipoh (Ipoh, 08, MY, 30000)

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Last checked: 5 hours agoStatus: Live

Job Summary

Role focused on meeting bancassurance sales targets and providing advisory support within HSBC’s Premier Banking segments. You will collaborate with Relationship Managers, drive product knowledge, assist with portfolio reviews, and organize customer events while delivering after-sales service in a high-growth insurance and wealth management environment.
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.
  • •Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.

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 servicesInsurance
Education:High School
Skills:CommunicationSalesCustomer serviceRelationship-buildingTeamwork
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