Insurance Specialist

3 weeks ago

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

As a key member of our team, you will play a crucial role in providing comprehensive wealth consultation services to our Premier customers. With a strong focus on customer satisfaction and persistency, you will work closely with our Relationship Managers and Investment Specialist Team to deliver tailored insurance solutions that meet the unique needs of our clients.

Key Responsibilities
  • Identify and capture insurance business opportunities through prompt follow-up on analytically driven leads, with a focus on targeted customer groups in Hong Kong.
  • Develop and maintain quality relationships with targeted customer groups, managing individual insurance portfolios and conducting regular contact to ensure high customer satisfaction and persistency.
  • Provide end-to-end insurance services, including customer needs identification, solution recommendations, application fulfillment, and follow-up.
  • Offer 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 relevant partners to deliver a consistent approach and outstanding service standard.
  • Contribute to a positive team culture by ensuring quality business referrals and skills sharing among team members.
  • Maintain a high level of compliance with 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, with exposure to mainland clients, preferably in Banc assurance.
  • Extensive wealth management and insurance product knowledge and sales capabilities.
  • Insurance-related licenses, 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.
  • Good level of English in reading and writing, fluent Mandarin required.
  • Excellent communication, interpersonal, and motivational skills.

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