Insurance Solutions Specialist
2 days ago
About Wealth and Personal Banking
\At HSBC, our purpose is to open up a world of opportunity for individuals, families, business owners, investors, and entrepreneurs. Our Wealth and Personal Banking (WPB) team helps deliver on this purpose by providing borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.
\We are currently seeking a high-calibre professional to join our team as an Outreach Insurance Specialist. As a key member of our team, you will be responsible for providing specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of our customers are well fulfilled.
\Principal Responsibilities\- Provide specialist advice on insurance solutions to meet customer needs.
- Handle individual insurance portfolios to ensure high customer satisfaction and persistency.
- Establish effective working relationships with other teams within the Branch and relevant partners to deliver outstanding service standards.
- Maintain a positive team culture through quality referrals and product knowledge sharing.
- Ensure compliance with legal and regulatory requirements and maintain HSBC standards and procedures.
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