Job Description

Job description Some careers open more doors than others. If you\'re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management and Global Private Banking, to become one of the world\'s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC\'s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers\' needs. We are currently seeking an experienced professional to join this team in the role of Insurance Specialist. Principal Responsibilities: Meeting of KPIs To achieve the desired sales performance targets set To achieve the target product mix for Protection and Savings products. To achieve overall productivity, conversion ratio, profitability and quality sales for Allianz Life. Collaborate with bank on leads generation Responsible for farming activities on leads generated by bank, timely act on the leads provided & identify insurance needs to ensure high quality sales & conversion rate. Provide feedback of the result of leads activity & leads quality to branch sales leaders. Sales Activities & Management Record daily sales activities, sales follow up actions and leads & pipeline management Provide financial planning advice to customers in relation to their insurance portfolio Provide updates via regular sales management meeting with sales leader in HSBC and Allianz Provides after sales service & guidance to customers such as minor claims process, policy changes, etc . . After Sales Service Provides after sales service & guidance to customers such as minor claims process, policy changes, etc. . Branch Support Support branches on consultation with RMin identify and fulfilling their needs in Bancassurance space Organise customer event to drive sales Requirements Highly results oriented and keen interest in direct sales position With min 3 years of relevant working experience in financial service industry with sales experience in Bancassurance and life insurance protection product preferrably in a banking environment Good communication and interpersonal skills Candidate must possess at least a Bachelor\'s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent. Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritised. You\'ll achieve more when you join HSBC 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. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Bank Malaysia Berhad

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