Insurance Solutions Specialist

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Insurance Solutions Specialist

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
Requirements
  • 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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