Insurance Specialist- Team Leader - HSBC Life, Macau

Job description

Job Advert Details

Key responsibilities:

·  Provide leadership, coaching, and development to a team of Wealth Planning Specialists (WPS) to deliver top-notch financial planning services and fulfil customer needs with insurance solutions
·  Ensure the insurance/ protection needs of customers are fulfilled with quality and all relevant regulatory and internal guidelines are adhered to throughout the insurance sales process
·  Manage the team’s portfolio to ensure the highest rate of customer satisfaction and persistency
·  Identify and execute initiatives to capitalise on business opportunities, such as referrals from affinity partners, and outbound call campaigns
·  Drive the overall vision and strategy for the WPS team, ensuring alignment with organisational goals and strategic direction
·  Obtain feedback from customers/working partners and provide insight for streamlining process and ideating product solutions, customer campaigns
·  Develop, formulate and implement business strategies with the aim to
·  Collaborate with referral/business partners to effectively mobilize resources to serve prospects/customers
·  Lead initiatives to strengthen and promote HSBC Life's brand and reputation, ensuring adherence to service quality benchmarks

Information

·  University graduate
·  Relevant industry certifications or qualifications (Insurance Intermediaries Qualifying Examination Papers 1, 3 and 5)
·  At least 3 – 5 years of experience in business development, client servicing or distribution support within the financial services or insurance industries.
·  Strong business and financial acumen with the ability to manage KPIs effectively
·  Knowledge of regulatory frameworks and industry standards within the insurance/banking sectors
·  Excellent leadership, presentation communication skills, with the ability to influence and engage stakeholders
·  Strong proficiency in Microsoft Office
·  Fluent in English, Cantonese and Mandarin