Insurance Product Expert, Kuantan (Kuantan, 06, MY, 25000)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Results-driven","Communication","People skills","Customer advisory","Collaboration"]

Drive bancassurance and life insurance sales targets for Premier and Premier Elite segments, ensuring strong KPI performance and sales quality. Partner with Relationship Managers and Branch Leaders on client engagements, portfolio reviews, and financial planning recommendations tailored to customers’ insurance and risk profiles. Support after-sales service for claims and policy changes, stay current on new products and market trends, and organize/represent the bank in customer events at branch or regional level.

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FursaFursa
HSBC
HSBC
2 days ago

Insurance Product Expert, Kuantan (Kuantan, 06, MY, 25000)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Drive bancassurance and life insurance sales targets for Premier and Premier Elite segments, ensuring strong KPI performance and sales quality. Partner with Relationship Managers and Branch Leaders on client engagements, portfolio reviews, and financial planning recommendations tailored to customers’ insurance and risk profiles. Support after-sales service for claims and policy changes, stay current on new products and market trends, and organize/represent the bank in customer events at branch or regional level.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet sales targets for Bancassurance in Premier and Premier Elite segments and drive KPI performance.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction.
  • •Conduct portfolio reviews and provide financial planning advice, recommending insurance solutions aligned to customer risk profiles.
  • •Provide after-sales support including claims handling, policy changes, and general assistance.
  • •Plan and organize branch/regional customer events, including representing the bank as a speaker.

Key Requirements

  • •Drive bancassurance sales targets for Premier and Premier Elite customer segments with a results-driven mindset.
  • •Minimum 7 years of relevant financial services experience, ideally in bancassurance and life insurance sales within a banking environment.
  • •Strong communication and people skills for customer advisory and collaboration with Relationship Managers and Branch Leaders.
  • •Minimum SPM qualification with 5 credits.
  • •Must hold PCE, CEILI, and TBE licenses.
Experience:7+ yearsFinancial servicesBancassuranceLife insuranceBanking
Education:High School
Skills:Results-drivenCommunicationPeople skillsCustomer advisoryCollaboration
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