Insurance Product Expert, Johor Bahru

HSBC
Johor Bahru
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Result-driven mindset","Communication","People skills"]

Drive bancassurance sales KPIs for Premier and Premier Elite segments in the branch, supporting Relationship Managers and Branch Leaders to improve customer satisfaction. Lead portfolio reviews and provide financial planning advice, recommending insurance solutions aligned to customers’ risk profiles. Stay current on new products and market trends, coach via joint appointments, and represent the bank at customer events. Provide after-sales support for claims, policy changes, and general insurance servicing.

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FursaFursa
HSBC
HSBC
2 days ago

Insurance Product Expert, Johor Bahru

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Last checked: 16 hours agoStatus: Live

Job Summary

Drive bancassurance sales KPIs for Premier and Premier Elite segments in the branch, supporting Relationship Managers and Branch Leaders to improve customer satisfaction. Lead portfolio reviews and provide financial planning advice, recommending insurance solutions aligned to customers’ risk profiles. Stay current on new products and market trends, coach via joint appointments, and represent the bank at customer events. Provide after-sales support for claims, policy changes, and general insurance servicing.
Location: Johor Bahru
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet bancassurance sales targets for Premier and Premier Elite customer segments and drive productivity, participation, revenue, and sales quality.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction.
  • •Partner in client engagements, conducting portfolio reviews and providing financial planning advice with insurance solution recommendations.
  • •Identify coaching opportunities via joint appointments and keep Relationship Managers updated on new products, market trends, and technical knowledge.
  • •Handle after-sales service needs including claims, policy changes, and general support.

Key Requirements

  • •Result-driven mindset with interest in product sales and advisory.
  • •Minimum 7 years of relevant experience in financial services, especially bancassurance and life insurance sales, ideally in a banking environment.
  • •Excellent communication and people skills.
  • •Minimum SPM qualification with 5 credits.
  • •Must hold PCE, CEILI, and TBE licenses.
Experience:7+ yearsFinancial servicesBancassuranceLife insuranceBanking
Education:High School
Skills:Result-driven mindsetCommunicationPeople skills
Licenses: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