Insurance Sales Officer

7 days ago

Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Insurance Sales Officer.

In this role, you will:

  • 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 alternative or emerging segments and channels – focusing on Premier & Non-Premier segments of the bank.
  • 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 opportunities and embedding customer loyalty by meeting their needs is a key strategic goal for our organization.
  • 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 your wider team. Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service.

To be successful in this role, you should meet the following requirements:

  • Excellent sales and people management skills
  • Strong oral and written interpersonal communication skills
  • An excellent understanding of financial planning and understanding customer needs
  • Attention to detail to ensure compliance issues are not created and procedures complied with
  • Highly dedicated with a tenacious approach to achieve demanding targets
  • At least two (2) years of sales experience working in an insurance company

You'll achieve more when you join HSBC.

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