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[全職] 香港上海滙豐銀行 – Insurance Specialist

Company Information 招聘單位資料

Company Name

公司名稱

Chinese

中文

香港上海滙豐銀行

English

英文

The Hongkong and Shanghai Banking Corporation Limited

Industry

行業性質

Banking/ Finance

BR Number

商業登記編號

SO587

Introduction

公司簡介

滙豐保險是香港最大的銀行保險機構之一,在粵港澳大灣區的業務不斷壯大。作為滙豐集團成員作為滙豐集團成員,我們以滙豐穩健的財務表現作強大後盾,憑藉其超過150年的金融和環球服務經驗,為客戶提供一系列產品和服務,與客戶一起邁向目標,同步走向更遠。

Contact Person

聯絡人

Lisa Cruz

Address

公司地址

Avenida da Praia Grande No: 613 - 639

Phone Number

電話號碼

(853) 8599 2312  

E-mail Address

電郵地址

lisa.cruz@hsbc.com.mo

Website

網址

 

 

Employment Advertisement 招聘廣告

Job Vacancy

招聘職位

Chinese

中文

Insurance Specialist

English

英文

Insurance Specialist

Employment Type

職缺類型

þ Full Time 全職

o Part Time 兼職

o Internship 實習

No. of Vacancies招聘人數   4 

Job Description

工作描述

Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled

Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.

Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer

Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency

Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions

Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned

Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers

Promoting and enhancing the brand and image of HSBC Life and the Bank

Ensure that the service delivered by various branches are being benchmarked and are of top quality

Requirements
應聘要求

University Degree Holder

Passed Insurance Intermediaries Qualifying Examination Paper 1 and 3

Minimum 3 years of working experience in Business development, client servicing or distribution support within banking or life insurance settings

Solid knowledge in Life Insurance Products

Strong coaching skills and strong business acumen

Solid knowledge in driving and implementing business strategy

Strong proficiency in Microsoft Office

Excellent Communications and Interpersonal Skills

Fluent in English, Cantonese and Mandarin

To be considered for this role, the relevant rights to work in Macau is required.

Faculty
目標學院

All

Salary/ Benefit
薪酬/福利

Negotiable