Outreach Insurance Specialist - Hong Kong Business (Kowloon City, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Interpersonal","Motivational","Teamwork"]

Provide specialist insurance guidance to HSBC’s Advance and Mass Market, HSBC Premier Elite or Premier segments, manage an individual insurance portfolio for high customer satisfaction and persistency, and collaborate with branch teams to deliver outstanding service. Build a positive team culture, ensure compliance with regulations, and contribute to product knowledge within the Retail Banking & Wealth division.

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FursaFursa
HSBC
HSBC
6 months ago

Outreach Insurance Specialist - Hong Kong Business (Kowloon City, Kowloon, HK)

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Last checked: 2 hours agoStatus: Live

Job Summary

Provide specialist insurance guidance to HSBC’s Advance and Mass Market, HSBC Premier Elite or Premier segments, manage an individual insurance portfolio for high customer satisfaction and persistency, and collaborate with branch teams to deliver outstanding service. Build a positive team culture, ensure compliance with regulations, and contribute to product knowledge within the Retail Banking & Wealth division.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled
  • •Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
  • •Establish effective working relationships with other teams within the Branch and other relevant partners that impact client’s experience of HSBC in order to deliver a consistent approach and application of outstanding service standard
  • •Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
  • •Maintain high level of compliance guidelines and procedures

Key Requirements

  • •Tertiary or university level education, preferably in finance, business or a related field
  • •Proven experience in life insurance, preferably in Bancassurance; extensive wealth management and insurance product knowledge and sales capabilities
  • •Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,3,5 and compliance with related Continuing Professional Development (CPD) requirements
  • •Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  • •Good level of verbal English and Cantonese, with Putonghua preferred; excellent communication, interpersonal and motivational skills
Experience:BankingInsuranceWealth management
Education:Bachelor's in FinanceUniversity
Skills:CommunicationInterpersonalMotivationalTeamwork
Licenses:Insurance license
Certifications:HKSI Papers 1,7,8IIQE Papers 1,3,5CPDCFP/CFP Marketing accreditation
Languages:EnglishCantonesePutonghua

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