Insurance Distribution Support Specialist - HSBC Life

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. 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 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 realise 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.

We are currently seeking a high calibre professional to join our team as an Insurance Distribution Support Specialist.

Principal Responsibilities

In this role you will

• Conduct quality reviews in related to life insurance new business application
• Deliver end-to-end premium financing case management services
• Support to uplift network and individual sales quality above threshold throughout the routine case review, reinforcement training and regular reporting
• Timely provide accurate case assessment result in consistent basis to sales staff for taking applicable remediation to the new application
• Handle enquires in professional manner
• Identify and feedback for ongoing sales process improvement
• Support additional and/or ad-hoc tasks as assigned

To be successful you will need

• Higher Diploma / associate degree or above in finance, business or related field
• Bancassurance sales &/or sales quality experiences on individual life insurance area
• Effective communication, interpersonal and problem-solving skills
• Conversant in PC skills (Proficiency in PowerPoint, Excel with VBA/Macro is an advantage)
• Strong sense of teamwork and able to work independently
• Detail-minded and possess a logical mindset
• Fluent in both written and spoken English and Cantonese

Opening up a world of opportunity

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 The Hongkong and Shanghai Banking Corporation Limited.

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