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[全职] 香港上海汇丰银行 – Insurance Specialist

Company Information 招聘单位数据

Company Name

公司名称

Chinese

中文

香港上海汇丰银行

English

英文

The Hongkong and Shanghai Banking Corporation Limited

Industry

行业性质

Banking/ Finance

BR Number

商业登记编号

SO587

Introduction

公司简介

汇丰保险是香港最大的银行保险机构之一,在粤港澳大湾区的业务不断壮大。作为汇丰集团成员作为汇丰集团成员,我们以汇丰稳健的财务表现作强大后盾,凭借其超过150年的金融和环球服务经验,为客户提供一系列产品和服务,与客户一起迈向目标,同步走向更远。

Contact Person

联络人

Lisa Cruz

Address

公司地址

Avenida da Praia Grande No: 613 - 639

Phone Number

电话号码

(853) 8599 2312  

E-mail Address

电邮地址

lisa.cruz@hsbc.com.mo

Website

网址

 

 

Employment Advertisement 招聘广告

Job Vacancy

招聘职位

Chinese

中文

Insurance Specialist

English

英文

Insurance Specialist

Employment Type

职缺类型

þ Full Time 全职

o Part Time 兼职

o Internship 实习

No. of Vacancies招聘人数   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
应聘要求

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
目标学院

All

Salary/ Benefit
薪酬/福利

Negotiable