Insurance Product Expert, Malacca (Malacca, 04, MY, 75300)

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: high_schoolSkills: ["Result-driven","Communication","People skills"]

Own bancassurance performance in Premier and Premier Elite segments by meeting sales KPIs and driving productive, high-quality selling. Partner with Relationship Managers and Branch Leaders to review portfolios, provide financial planning advice, recommend insurance solutions aligned to customer risk profiles, and support coaching through joint appointments. Represent the bank at branch/regional events, and provide after-sales support including claims handling, policy changes, and general customer assistance.

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FursaFursa
HSBC
HSBC
1 day ago

Insurance Product Expert, Malacca (Malacca, 04, MY, 75300)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Own bancassurance performance in Premier and Premier Elite segments by meeting sales KPIs and driving productive, high-quality selling. Partner with Relationship Managers and Branch Leaders to review portfolios, provide financial planning advice, recommend insurance solutions aligned to customer risk profiles, and support coaching through joint appointments. Represent the bank at branch/regional events, and provide after-sales support including claims handling, policy changes, and general customer assistance.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet sales KPIs for bancassurance in Premier and Premier Elite customer segments.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction.
  • •Conduct portfolio reviews and recommend insurance solutions based on customer risk profile and financial planning needs.
  • •Identify coaching opportunities via joint appointments and keep Relationship Managers updated on new products and technical knowledge.
  • •Provide after-sales support including claims, policy changes, and general assistance, and represent the bank at customer events.

Key Requirements

  • •Drive bancassurance product sales in Premier and Premier Elite customer segments.
  • •Minimum 7 years of relevant financial services experience, ideally in bancassurance and life insurance sales (banking environment preferred).
  • •Strong, result-driven mindset with an interest in product sales and advisory.
  • •Excellent communication and people skills.
  • •Minimum SPM qualification with 5 credits, and must hold PCE, CEILI, and TBE licenses.
Experience:Financial servicesBancassuranceLife insuranceBanking
Education:High School
Skills:Result-drivenCommunicationPeople 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