Outreach Insurance Specialist

• Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled
• Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
• Establish effective working relationships with other teams within the Branch and other relevant partners that impact client's experience of HSBC in order 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 high level of compliance guidelines and procedures
• Ensure self and team activities follow relevant legal and regulatory requirements and meets HSBC standards and procedures

• Tertiary or university level education, preferably in finance, business or a related field
• Proven experience in life insurance, preferably in Bancassurance
• 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
• Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
• Good level of verbal English and Cantonese, with Putonghua preferred
• Excellent communication, interpersonal and motivational skills
• Self-motivated, excellent interpersonal skill

Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage

• Continuous professional development
• Flexible working
• Opportunities to grow within an inclusive and diverse environment