Outreach Insurance Specialist
1 week ago
Outreach Insurance Specialist - Hong Kong Business Join to apply for the Outreach Insurance Specialist - Hong Kong Business role at HSBC . We are currently seeking a high calibre professional to join our team as an Outreach Insurance Specialist . HSBC is a global financial services leader, providing borderless banking, world‑class wealth management, and mobile‑first capabilities through a skilled and customer‑centric workforce. Principal Responsibilities Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled. Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency. Establish effective working relationships with other teams within the Branch and other relevant partners that impact client's experience of HSBC to deliver a consistent approach and outstanding service standard. Build and maintain a positive team culture, ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Maintain a high level of compliance guidelines and procedures. Ensure self and team activities follow relevant legal and regulatory requirements and meet HSBC standards and procedures. Qualifications Tertiary or university level education, preferably in finance, business or a related field. Proven experience in life insurance, preferably in Bancassurance with extensive wealth management and insurance product knowledge and sales capabilities. Insurance related licence required, including Hong Kong Securities and Investment Institute papers 1, 7, 8 and Insurance Intermediaries Qualifying Examination papers 1, 3, 5, and compliance with related Continuing Professional Development (CPD) requirements. Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification is an advantage. Good level of verbal English and Cantonese, with Putonghua preferred. Excellent communication, interpersonal and motivational skills. Self‑motivated with strong interpersonal skills. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to . HSBC is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Seniority level Entry level Employment type Full‑time Job function Finance Industries Banking, Financial Services, and Insurance #J-18808-Ljbffr
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Outreach Insurance Specialist
2 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeOutreach Insurance Specialist - Hong Kong Business Join to apply for the Outreach Insurance Specialist - Hong Kong Business role at HSBC . Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class,...
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Hong Kong Island, Hong Kong SAR China HSBC Full timeA global financial services leader is seeking an Outreach Insurance Specialist in Hong Kong. This entry-level role focuses on providing specialized insurance advice to clients, maintaining a high level of customer satisfaction, and ensuring compliance with regulatory requirements. Candidates should have a tertiary education, relevant insurance licenses, and...
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Insurance Solutions Specialist – Wealth
2 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading banking institution in Hong Kong is looking for an Outreach Insurance Specialist to provide specialist insurance advice, manage client portfolios, and ensure compliance. The ideal candidate will have a background in finance or business, experience in life insurance, and be fluent in English and Cantonese. This entry-level full-time role offers a...
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Insurance Specialist Manager
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Hong Kong Island, Hong Kong SAR China Hong Kong Life Insurance Limited Full timeCollaborate with Relationship Managers in branches to provide professional insurance solution to bank customers. Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers. Execute sales strategies and business plans to maximize bancassurance business. Conduct sales coaching,...
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Life Insurance Distribution
2 weeks ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeA leading insurance company in Hong Kong is seeking a Distribution Support Specialist for their Life Insurance division. The successful candidate will ensure prompt resolution of enquiries, manage customer complaints, and provide support for acquiring new business. Candidates should have a degree and a minimum of 3 years in customer service within the...
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Accounts Receivable Specialist – Insurance
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Hong Kong Island, Hong Kong SAR China APRIL International Insurance Asia Full timeA global insurance specialist in Hong Kong is seeking an individual with a Higher Diploma or above in accounting for an accounts receivable position. Responsibilities include monitoring insurance premium collections, preparing reports for internal stakeholders, and acting as a contact point for brokers and clients. The candidate should possess at least 2...
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Insurance Sales Specialist, Bancassurance
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Hong Kong Island, Hong Kong SAR China FWD Life Insurance Corporation Full timeAbout FWD Group FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company...
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Distribution Support Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeDistribution Support Specialist (Life Insurance) Ensure all enquiries (hotline and written) received from IFAs are handled and resolved within the performance and quality standards Handle complaints and ensure all the cases received are adequately investigated, follow through and settled upon customers’ satisfaction Provide support for IFAS and internal...
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Hong Kong Island, Hong Kong SAR China Bowtie Life Insurance Company Full timeA leading health insurance provider in Hong Kong seeks an Underwriting Specialist to serve as a vital link between the company and customers. Responsibilities include proactive customer engagement and risk assessment of new business applications. Candidates should possess at least 2 years of customer service experience, fluent in Chinese and English, with...
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Insurance Specialist
1 week ago
Hong Kong Island, Hong Kong SAR China Bank of China (Hong Kong) Full timeInsurance Specialist / Deputy Insurance Specialist 3 days ago Be among the first 25 applicants Direct message the job poster from Bank of China (Hong Kong) Responsible to achieve individual/branch/area insurance sales business Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round...
