Insurance Product Expert, Downing Street (Penang, 07, MY, 10300)

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

Drive bancassurance sales targets across Premier and Premier Elite segments by supporting relationship managers and branch leaders. Partner during client engagements with portfolio reviews and insurance risk profiling to recommend suitable solutions. Improve customer satisfaction and sales quality through coaching opportunities and ongoing product and market updates. Provide after-sales support for claims and policy changes, and organize customer events as a branch or regional representative.

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FursaFursa
HSBC
HSBC
1 day ago

Insurance Product Expert, Downing Street (Penang, 07, MY, 10300)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Drive bancassurance sales targets across Premier and Premier Elite segments by supporting relationship managers and branch leaders. Partner during client engagements with portfolio reviews and insurance risk profiling to recommend suitable solutions. Improve customer satisfaction and sales quality through coaching opportunities and ongoing product and market updates. Provide after-sales support for claims and policy changes, and organize customer events as a branch or regional representative.
Location: Penang
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet bancassurance KPI targets for Premier and Premier Elite customer segments.
  • •Support relationship managers and branch leaders to improve customer satisfaction and sales quality.
  • •Conduct portfolio reviews and provide financial planning advice, recommending insurance solutions based on risk profile.
  • •Identify coaching opportunities through joint appointments and keep relationship managers updated on new products and market trends.
  • •Assist customers with after-sales needs such as claims, policy changes, and general support; represent the bank at customer events.

Key Requirements

  • •7+ years of relevant financial services experience, ideally in bancassurance and life insurance sales in a banking environment.
  • •Strong result-driven mindset with interest in product sales and advisory.
  • •Excellent communication and people skills to support relationship managers and client engagements.
  • •Minimum SPM qualification with 5 credits.
  • •Must hold PCE, CEILI, and TBE licenses.
Experience:7+ yearsFinancial servicesBancassuranceLife insuranceBanking
Education:High School
Skills:Result-drivenCommunicationPeople skills
Certifications: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