Insurance Specialist

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Job Title: Mobile Insurance Specialist

As a Mobile Insurance Specialist at HSBC, you will play a key role in providing comprehensive insurance solutions to our Premier customers. With a strong focus on customer satisfaction and retention, you will work closely with our Relationship Managers and Investment Specialist Team to deliver exceptional service and support.

Key Responsibilities:
  • Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads.
  • Develop and retain quality relationships with targeted customer groups, managing individual insurance portfolios and conducting regular contact to ensure high customer satisfaction and persistency.
  • Engage end-to-end insurance services, including customer needs identification, solution recommendations, application fulfillment, and follow-up.
  • Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers.
  • Establish effective working relationships with other teams within the Branch and other relevant partners to deliver a consistent approach and application of outstanding service standards.
  • Build and maintain a positive team culture through 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.
Requirements:
  • Tertiary or university level education, preferably in finance, business, or a related discipline.
  • Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field.
  • Extensive wealth management and insurance product knowledge and sales capabilities.
  • Insurance related licenses are required, including Hong Kong Securities and Investment Institute Paper 1, 7, 8, and Insurance Intermediaries Qualifying Examination Paper 1, 2, 3, 5, and compliance with related Continuing Professional Development (CPD) requirements.
  • A good level of English in reading and writing, fluent Mandarin is required.
  • Excellent communication, interpersonal, and motivational skills.

HSBC is committed to providing a diverse and inclusive work environment. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our customers.

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