Insurance Product Expert, Sentul Point (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188)

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

Drive bancassurance sales performance in Premier and Premier Elite segments by meeting KPIs and supporting revenue, productivity, and sales quality. Partner with Relationship Managers and Branch Leaders on client engagements and portfolio reviews to provide financial planning advice and recommend insurance solutions. Support after-sales needs such as claims and policy changes, plan branch or regional customer events, and keep stakeholders up to date on new products, market trends, and technical knowledge.

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FursaFursa
HSBC
HSBC
6 hours ago

Insurance Product Expert, Sentul Point (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Drive bancassurance sales performance in Premier and Premier Elite segments by meeting KPIs and supporting revenue, productivity, and sales quality. Partner with Relationship Managers and Branch Leaders on client engagements and portfolio reviews to provide financial planning advice and recommend insurance solutions. Support after-sales needs such as claims and policy changes, plan branch or regional customer events, and keep stakeholders up to date on new products, market trends, and technical knowledge.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet sales targets and KPIs for bancassurance in Premier and Premier Elite customer segments.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction and sales quality.
  • •Conduct portfolio reviews with Relationship Managers and provide financial planning advice and insurance solution recommendations based on customer risk profile.
  • •Assist customers with after-sales needs including claims, policy changes, and general support.
  • •Plan and organize customer events at branch or regional level and represent the bank as a speaker when needed.

Key Requirements

  • •Minimum 7 years of relevant experience in financial services, especially bancassurance and life insurance sales, ideally within a banking environment.
  • •Strong result-driven mindset with interest in product sales and advisory.
  • •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