Mobile Insurance Specialist

Principal responsibilities:

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong
• Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency
• Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up
• Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
• Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard
• Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing
• Maintain a high level of compliance guidelines and procedures
• Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards 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, preferably in Banc assurance field
• Extensive wealth management and insurance product knowledge and sales capabilities
• Insurance related license are required, 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
• A good level of English in reading and writing, fluent Mandarin is required
• Excellent communication, interpersonal and motivational skills