Description
We are seeking a Mobile Insurance Specialist to promote HSBC's insurance solutions to high net worth clients, focusing on Premier clients who rarely visit branches.
As a Mobile Insurance Specialist, you will work closely with Premier RM Retail Direct advisors to identify prospects interested in discussing savings, retirement, or protection solutions.
Key responsibilities:
- Conduct face-to-face meetings with clients to detect needs and make sales
- Help Premier RM Retail Direct advisors identify potential clients who could benefit from protection, savings, or retirement conversations
- Assist in closing sales at branches when visiting Premier RM Retail Direct advisors
- Identify and capture business opportunities in insurance with rapid follow-up of potential clients and analysis-based campaigns
- Maintain a high rate of submissions to issuance with rapid follow-up and efficient after-sales service
- Promote professional sales of insurance products
- Provide specialised advice on insurance solutions suitable for Premier NRC clients
- Establish effective working relationships with other branch teams and relevant partners to ensure a consistent approach and exceptional service standards
Requirements:
- Solid experience in life insurance sales, endowment, retirement protection (PPR), and field recruitment (at least 2 years desirable)
- Face-to-face sales skills based on potential client needs
- Ability to identify client needs
- Strong skills in managing consultative sales processes
- Valid CNSF licence and portfolio delegation
- Strong customer service skills with the ability to provide an exceptional experience and tailored solutions
- In-depth knowledge of complex financial solutions and products, including financial markets, socio-economic dynamics, and relevant regulatory requirements
- Broad knowledge of the external market, market conditions, new product solutions, and understanding of current financial market activities
- Demonstrated ability and experience to correctly identify client needs
- Strong skills in managing consultative sales processes
- Team player with collaboration skills
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