Insurance Product Expert, Ipoh (Ipoh, 08, MY, 30000)

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

Drive bancassurance performance within Premier and Premier Elite customer segments by meeting KPI-based sales targets and improving sales quality. Partner with Relationship Managers and Branch Leaders on client engagements, portfolio reviews, and risk-profile-based insurance solution recommendations. Provide after-sales support for claims and policy changes, coordinate customer events, and coach Relationship Managers on new products, market trends, and technical knowledge.

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FursaFursa
HSBC
HSBC
1 day ago

Insurance Product Expert, Ipoh (Ipoh, 08, MY, 30000)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Drive bancassurance performance within Premier and Premier Elite customer segments by meeting KPI-based sales targets and improving sales quality. Partner with Relationship Managers and Branch Leaders on client engagements, portfolio reviews, and risk-profile-based insurance solution recommendations. Provide after-sales support for claims and policy changes, coordinate customer events, and coach Relationship Managers on new products, market trends, and technical knowledge.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Meet KPI-based sales targets for Bancassurance in Premier and Premier Elite customer segments.
  • •Drive productivity, participation, revenue, and sales quality within the branch sales activities.
  • •Support Relationship Managers and Branch Leaders to improve customer satisfaction through portfolio reviews and insurance recommendations aligned to customer risk profiles.
  • •Identify coaching opportunities via joint appointments and keep Relationship Managers updated on new products, market trends, and technical knowledge.
  • •Provide after-sales service support for claims, policy changes, and general support, and represent the bank at customer events as needed.

Key Requirements

  • •Strong result-driven mindset with an interest in product sales and advisory.
  • •Minimum 7 years of relevant experience in financial services, ideally in bancassurance and life insurance sales 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 servicesBancassuranceLife insuranceBanking
Education:High School
Skills:CommunicationPeople skillsResults-driven
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