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