2 months ago

Insurance Product Expert, Klang Valley (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Insurance Product Expert responsible for driving bancassurance sales and advisory across Premier segments, while supporting Relationship Managers with portfolio reviews, financial planning, and product knowledge. You will coach branch teams, organize customer events, and handle after-sales service to ensure high client satisfaction and revenue growth within HSBC’s wealth and insurance portfolio.

Location: Kuala Lumpur

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•Meet sales targets 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+ yearsBankingFinancial servicesInsuranceBancassurance

Education:High School

Skills:CommunicationPeople skillsPresentationCustomer focusTeam collaboration

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: 3.6

Website LinkedIn

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HSBC

2 months ago

Insurance Product Expert, Klang Valley (Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Kuala Lumpur

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•Meet sales targets 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+ yearsBankingFinancial servicesInsuranceBancassurance

Education:High School

Skills:CommunicationPeople skillsPresentationCustomer focusTeam collaboration

Certifications:PCECEILITBE

Company Brief

HSBC

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: 3.6

Website LinkedIn