Insurance Solutions Consultant
2 weeks ago
Job Summary:
As an Insurance Solutions Consultant at HSBC, you will be responsible for providing comprehensive insurance solutions to our Premier customers. You will work closely with our Relationship Managers and Investment Specialist Team to support clients' lifelong wealth and protection needs.
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.
- Manage individual insurance portfolios and conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency.
- 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.
- Build and maintain a positive team culture through quality business referrals 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.
- 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.
- A good level of English in reading and writing, fluent Mandarin is required.
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