Company Information 招聘單位資料
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Company Name
公司名稱
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Chinese
中文
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香港上海滙豐銀行
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English
英文
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The Hongkong and Shanghai Banking Corporation Limited
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Industry
行業性質
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Banking/ Finance
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BR Number
商業登記編號
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SO587
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Introduction
公司簡介
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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。
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Contact Person
聯絡人
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Lisa Cruz
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Address
公司地址
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Avenida da Praia Grande No: 613 - 639
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Phone Number
電話號碼
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(853) 8599 2312
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E-mail Address
電郵地址
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[email protected]
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Website
網址
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Employment Advertisement 招聘廣告
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Job Vacancy
招聘職位
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Chinese
中文
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Insurance Specialist
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English
英文
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Insurance Specialist
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Employment Type
職缺類型
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þ Full Time 全職
o Part Time 兼職
o Internship 實習
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No. of Vacancies招聘人數 4
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Job Description
工作描述
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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
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Requirements
應聘要求
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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.
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Faculty
目標學院
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All
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Salary/ Benefit
薪酬/福利
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Negotiable
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