Top Insurance Product Specialist

4 weeks ago


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

Enhance Customer Financial Well-being with HSBC

Hang Seng Bank is committed to delivering exceptional service excellence, empowering our employees to drive performance and provide best-in-class products.

We seek high-calibre talent to join our Wealth Sales Distribution team as an Executive Insurance Product Expert.

Key Responsibilities:

  • Provide retirement and financial planning solutions to top-tier customers.
  • Collaborate with Customer Relationship Managers to expand Mainland China clientele and explore local insurance business.
  • Identify customers' financial needs and deliver quality after-sales services.
  • Conduct training sessions for CRM to enhance knowledge/skills in promoting insurance products.

Requirements:

  • University graduate or relevant professional qualification (CFA, CFP, CFMP, QRA) advantageous.
  • Minimum 4 years' insurance sales experience, preferably with universal life insurance policy exposure.
  • Excellent interpersonal and presentation skills, self-motivated with strong drive to succeed.
  • Proficiency in English and Chinese; Putonghua proficiency a definite advantage.
  • Customer-centric mindset and ability to manage complex interactions effectively.
  • Strong situation awareness, desire to learn, and ability to work in Agile environment.
  • Curiosity and passion to think deeply and rationally.
  • High customer-centricity mindset with dedication to deliver exceptional quality services.

Compensation and Benefits:

We offer a competitive salary range of HKD 50,000 - 80,000 per month, based on experience and qualifications. Additionally, you will have access to comprehensive benefits, including health insurance, retirement plans, and opportunities for career growth and development.



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