Job Advert Details
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

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

Role Purpose

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 key segments and channels for wealth distribution –focusing on Premier and the HNW clientele.  This is thru HSBC Wealth Hub Center assignments to ensure achievement of the business performance measures and plan (as defined by HIIB). 

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 cross selling opportunities and embedding customer loyalty by meeting their needs is a key strategic goal for our organisation.

You will need to understand and deliver the standards of service quality required maintaining published Service Level Agreements. You are accountable for the performance of your business and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group. 

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 the wider team. Creating and maintaining an environment where you and the wider Wealth team maximise performance in achieving the WPB business objectives whilst providing the highest quality service.

Principal Accountabilities:

Impact on the Business 
  • Deliver professional, holistic financial planning concepts, ideas, talks to new and existing customers for their insurance needs through small group meetings to ample sized audiences 
  • To meet customers needs in the areas of savings, retirement, education savings and other insurance products 
  • Achieve the HIIB performance metrics for your business 
  • Make referrals to other specialist areas of the business where required 
  • Effective use of tools and information to drive customer service delivery and WPB performance 
  • In conjunction with the wider team build a high personal and corporate profile in the community in which you are based
  • Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Wealth team in support of your business goals
  • Establish and agree customer contact strategies in line with Group operating models 
  • Fully utilise and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date 
Customers / Stakeholders
  • Put the customer first and deliver an excellent customer experience
  • Help support and lead educational events and seminars focusing on wealth propositions with customers (internal and external)
  • Work with the wider team to deliver the HIIB -Branch Referral Performance measures and plan to support the multi-channel customer journey.
  • Deliver to published Service Level Agreements and customer standards 
Leadership & Teamwork
  • To work as part of an integrated Wealth management team to ensure, standards and are met and operating models delivered 
  • To provide guidance, support, coaching and mentoring to the more junior specialists in the team and to the referrers they support. 
  • Proactively support others through direct and indirect actions beyond activities particular to this role and wider team
  • In conjunction with the Branch Manager and Team Heads ensure the wider branch team is trained and able to support the standards required. 
  • Actively promote the use of direct channels to the customer. 
  • Hold regular meetings with team members to effectively communicate and address Wealth issues and successes. 
  • Ensure a broader network is in place for other specialist areas like Private Bank to engender a mutually beneficial relationship with the customer and organisation 
Operational Effectiveness & Control
  • Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss. 
  • To proactively manage financial and non-financial risks and promote HSBC’s balanced risk culture.
  • To meet compliance and quality measures appropriate to market.
  • To continually reassess the operational risks associated with the role and inherent risk in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology.
  • In conjunction with the Compliance Department, to implement the Group Compliance Policy by containing compliance risks in conjunction with the relevant compliance department. The term ‘compliance’ embraces all relevant financial service laws, rules and codes with which the business has to comply
Qualifications
Experience, Skills and Qualifications

KNOWLEDGE / EXPERIENCE 
Proven ability in customer relationship management 
Proven ability in managing a portfolio of high value customers, 
Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs 
An extensive knowledge of financial planning and defining customer needs 
A full understanding of the needs of the mass affluent customer segment in general and individual customers in particular 
A full understanding of Private Bank/ Investments / International Banking and the referral process 
A full understanding of HSBC’s Propositions 

SKILLS 

Excellent relationship management skills 
Customer driven with a strong focus on quality of service 
Ability to lead and conduct group presentations for internal and external customers 
A clear understanding of how value is created within the Premier segment, both for customers and the bank 
Ability to develop and retain the extensive knowledge including financial planning knowledge required to provide a world class relationship management service to the bank’s most valuable personal customers 

The jobholder forms an integral part of the branch and wider HSBC management team. The jobholder is expected to identify opportunities in day to day activities that contribute to the success of colleagues. 

QUALIFICATIONS
  • Attain appropriate professional and regulatory qualifications as required by market to hold advisor status in that market 
  • Attain any internal standards as required by HSBC in that Country 
  • At least 5 years of experience in the life insurance industry 
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 Hong Kong and Shanghai Banking Corporation Limited Philippines
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