Insurance Sales Officer

Job description

Job Advert Details

Job Profile

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 HSBC. 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.

Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise and local knowledge, our Banking teams connect clients to the products and services that meet their global financial needs.

We are currently seeking a high caliber professional to join our team as an 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.

Information

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

·  Highly dedicated with a tenacious approach to achieve demanding targets 
·  Excellent sales and people management skills 
·  Customer driven with a strong focus on quality of service to develop and strengthen customer relationships with HSBC 
·  Strong oral and written interpersonal communication skills
·  A strong sense of ownership, responsibility & accountability, and ability to work within a team effectively 
·  An excellent understanding of financial planning and understanding customer need 
·  Attention to detail to ensure Compliance issues are not created and procedures complied with 
·  At least three (2) years of sales experience working in an insurance company
·  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  HSBC Investment & Insurance Brokerage Philippines Inc.