HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

Principal responsibilities
• 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
• University Degree Holder
• Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5
• 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.

You’ll achieve more when you join HSBC Life.

HSBC/HSBC Life is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank/HSBC Life relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited / HSBC Life (International) Limited.