Insurance Product Expert, Kuching (Kuching, 13, MY, 93100)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Communication","People skills","Result-driven","Sales orientation"]

Drive Bancassurance sales in Premier and Premier Elite segments by meeting KPIs and supporting revenue, productivity, participation, and sales quality. Partner with Relationship Managers on client engagements, portfolio reviews, and financial planning advice to recommend insurance solutions aligned to risk profiles. Deliver after-sales support including claims and policy changes, represent the bank at customer events, and stay current on new products, market trends, and technical knowledge.

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FursaFursa
HSBC
HSBC
39 minutes ago

Insurance Product Expert, Kuching (Kuching, 13, MY, 93100)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 39 minutes agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Drive Bancassurance sales in Premier and Premier Elite segments by meeting KPIs and supporting revenue, productivity, participation, and sales quality. Partner with Relationship Managers on client engagements, portfolio reviews, and financial planning advice to recommend insurance solutions aligned to risk profiles. Deliver after-sales support including claims and policy changes, represent the bank at customer events, and stay current on new products, market trends, and technical knowledge.
Location: Malaysia
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.
  • •Drive productivity, participation, revenue, and sales quality while supporting KPI achievement.
  • •Partner with Relationship Managers to deliver portfolio reviews, financial planning advice, and insurance recommendations based on customer risk profiles.
  • •Identify coaching opportunities via joint appointments and keep Relationship Managers updated on new products, market trends, and technical knowledge.
  • •Assist with after-sales needs including claims, policy changes, and general support; represent the bank at customer events as a speaker.

Key Requirements

  • •Strong result-driven mindset with interest in product sales and advisory.
  • •7+ years of relevant experience in financial services, ideally in bancassurance and life insurance sales within 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:CommunicationPeople skillsResult-drivenSales orientation
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