Insurance Specialist

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 5+ yearsSkills: ["Customer orientation","Client satisfaction","Communication","Interpersonal skills","Coaching","Sales leadership"]

Drive wealth insurance sales for the HSBC Premier client base in the Philippines. Lead and manage sales performance of designated Wealth Relationship Managers to meet channel revenue targets, maintain relationships with branches and front-line sales staff, and provide feedback to investment and retail leaders. Coach and train assigned sales staff through workshops and joint calls, while implementing controls and procedures to ensure effective administration of insurance initiatives.

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HSBC
HSBC
20 hours ago

Insurance Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Drive wealth insurance sales for the HSBC Premier client base in the Philippines. Lead and manage sales performance of designated Wealth Relationship Managers to meet channel revenue targets, maintain relationships with branches and front-line sales staff, and provide feedback to investment and retail leaders. Coach and train assigned sales staff through workshops and joint calls, while implementing controls and procedures to ensure effective administration of insurance initiatives.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Manager level

Key Responsibilities

  • •Lead and manage sales performance of designated Wealth Relationship Managers to achieve channel revenue targets.
  • •Achieve or exceed individual business objectives of assigned Wealth Relationship Managers.
  • •Maintain effective relationships and communication with branches and relationship managers to achieve performance metrics and results.
  • •Manage and monitor insurance referral activity, and coach/train sales staff through workshops and best-practice sharing.
  • •Implement controls and procedures to ensure smooth management and administration of insurance initiatives.

Key Requirements

  • •At least 5 years of insurance experience working in a life insurance company.
  • •Good customer orientation with inclination towards service and client satisfaction.
  • •Strong communication and interpersonal skills.
  • •Ability to lead and manage sales performance to achieve revenue targets via Wealth Relationship Managers.
  • •Ability to coach and train sales staff, including conducting product and skills workshops.
Experience:5+ yearsInsuranceLife insurance
Skills:Customer orientationClient satisfactionCommunicationInterpersonal skillsCoachingSales leadership

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