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

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 7+ yearsEducation: high_schoolSkills: ["Communication","Sales","Customer relationship","Presentation","Training"]

The Insurance Product Expert will drive bancassurance sales and advisory for Premier cohorts, support Relationship Managers to enhance client satisfaction, conduct portfolio reviews and financial planning, and lead branch-level events. You will partner with RM teams to recommend insurance solutions, coach teams on product knowledge, and manage after-sales service including claims and policy changes in a banking environment.

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FursaFursa
HSBC
HSBC
7 months ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

The Insurance Product Expert will drive bancassurance sales and advisory for Premier cohorts, support Relationship Managers to enhance client satisfaction, conduct portfolio reviews and financial planning, and lead branch-level events. You will partner with RM teams to recommend insurance solutions, coach teams on product knowledge, and manage after-sales service including claims and policy changes in a banking environment.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
  • •Drive productivity, participation, revenue, and sales quality.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction.
  • •Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
  • •Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.

Key Requirements

  • •Strong result-driven mindset with interest in product sales and advisory.
  • •Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
  • •Excellent communication and people skills.
  • •Minimum SPM qualification with 5 credits.
  • •Must hold PCE, CEILI, and TBE licenses.
Experience:7+ yearsFinancial servicesInsuranceBancassuranceBanking
Education:High School
Skills:CommunicationSalesCustomer relationshipPresentationTraining
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