Job Advert Details
Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further
We are currently seeking an experienced professional to join our team in the role of Insurance Sales Manager.
Role Purpose
The role is a customer facing role working with customers to financially plan their future with respect to providing insurance solutions. Professionalism, customer focus and an in depth understanding of financial planning and meeting their individual insurance and protection needs are critical to the success of the business. The role holder has a responsibility for owning the insurance referral business within the key segments and channels for wealth distribution –focusing on Premier and the HNW clientele. This is thru HSBC Wealth Hub Center assignments to ensure achievement of the business performance measures and plan (as defined by HIIB).
This will be achieved by actively managing new referrals and customers who have previously bought insurance products completing full reviews to establish and address their immediate and future insurance / protection requirements. To become the trusted insurance specialist to those customers identifying cross selling opportunities and embedding customer loyalty by meeting their needs is a key strategic goal for our organisation.
You will need to understand and deliver the standards of service quality required maintaining published Service Level Agreements. You are accountable for the performance of your business and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group.
In delivering the business objectives you must also maintain the levels of operational integrity required by the Group, closely managing your individual and the collective performance of the wider team. Creating and maintaining an environment where you and the wider Wealth team maximise performance in achieving the WPB business objectives whilst providing the highest quality service.
Principal Accountabilities:
Impact on the Business
Customers / Stakeholders
Leadership & Teamwork
Operational Effectiveness & Control
Qualifications
Experience, Skills and Qualifications
KNOWLEDGE / EXPERIENCE
Proven ability in customer relationship management
Proven ability in managing a portfolio of high value customers,
Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs
An extensive knowledge of financial planning and defining customer needs
A full understanding of the needs of the mass affluent customer segment in general and individual customers in particular
A full understanding of Private Bank/ Investments / International Banking and the referral process
A full understanding of HSBC’s Propositions
SKILLS
Excellent relationship management skills
Customer driven with a strong focus on quality of service
Ability to lead and conduct group presentations for internal and external customers
A clear understanding of how value is created within the Premier segment, both for customers and the bank
Ability to develop and retain the extensive knowledge including financial planning knowledge required to provide a world class relationship management service to the bank’s most valuable personal customers
The jobholder forms an integral part of the branch and wider HSBC management team. The jobholder is expected to identify opportunities in day to day activities that contribute to the success of colleagues.
QUALIFICATIONS
You’ll achieve more when you join HSBC.
www.hsbc.com/careers
HSBC 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 relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines