Insurance Solutions Specialist
3 weeks ago
HSBC is seeking a high-calibre professional to join our team as an Insurance Solutions Specialist.
Key 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 in order to deliver a consistent approach and application of outstanding service standard
- 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 high level of compliance guidelines and procedures
- Ensure self and team activities follow relevant legal and regulatory requirements and meets HSBC standards and procedures
- Tertiary or university level education, preferably in finance, business or a related field
- Proven experience in life insurance, preferably in Bancassurance
- Extensive wealth management and insurance product knowledge and sales capabilities
- Insurance related license 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
- Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
- Good level of verbal English and Cantonese, with Putonghua preferred
- Excellent communication, interpersonal and motivational skills
- Self-motivated, excellent interpersonal skill
HSBC is committed to building a culture where all employees are valued, respected and 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.
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