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更新:2024-04-27
Brokerage Account Manager ID157347
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成都锦江区  | 本科  | 社招
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Job ID: 0000JTAF
Description
This is a key business development role focused on building relationships with the corporate clients of Commercial Markets and Banking and Global Banking & Markets (CMB/GBM) as well as select third party intermediaries, with the objective of offering INSH’s insurance products and services to the corporate clients and their employees. We are currently seeking an experienced professional to join our team.

The role is responsible for pitching the INSH propositions to employers and employees of CMB/GBM clients. The role holder will engage with the Private Wealth Planner team and broader CMB and GBM teams to grow the insurance client base by delivering the following:

- Develop new insurance relationships by employing effective business development tactics, and liaising with CMB / GBM business heads and RMs to garner appropriate introductions to prospective clients.

- Manage and own the relationships with chosen firms, with the aim of leveraging INSH’s existing propositions and programs to deepen these relationships.

- Act as a filter for everything required by corporate clients in relation to the financial planning of their employees, ensuring their insurance needs are fully understood

- Drive sustainable customer growth and income revenues by promoting INSH's insurance Solutions

- Develop new opportunities to acquire professionals and executives to INSH, by appropriately referring customers to the Private Wealth Planners, focusing on the holistic personal insurance services that INSH can provide

- Coach and collaborate with CMB and GBM to ensure insurance solutions and INSH propositions and programs are known

- Build and develop tactics and methods to build a pipeline of prospective companies, leveraging the Data & Analytics tools and the network of CMB and GBM to support.

- Own, organize and manage worksite marketing seminars with corporate partners to enhance employee insurance concept education, and to drive referrals to Private Wealth Planners

- Bring in new business by partnering with external influencers, who are able to introduce new business opportunities.

- Design comprehensive worksite solution to engage corporate clients and fulfill their needs

- Identify corporate clients’ needs to drive product & proposition development
Qualifications

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

- Bachelor’s degree in insurance, business, finance, related field or equivalent experience.

- Poven and progressive experience in Life Insurance or Employee Benefits, prefer to be experienced in front line sales, business development. Health & Benefits, retirement consulting & brokerage experience is a plus.

- Strong sales, managerial, interpersonal, organizational, communications, negotiations, lateral thinking and decision-making skills.

- Demonstrated ability to build relationships with internal business partners as well as external corporate clients especially with the C-level decision makers.

- Extensive knowledge of the financial services industry particularly insurance, retail and wealth management, coupled with the ability to understand and negotiate through the HSBC internal network

- Proven ability to produce timely and accurate MI

- Professional qualification in medicine is an advantage
You’ll achieve more when you join HSBC.

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 and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /YT
Issued by HSBC Insurance Brokerage Company Limited

工作地址
成都-锦江区成都IFS一号办公楼
公司介绍
汇丰集团致力于在2025年或之前,成为专业的亚洲财富管理机构。作为汇丰集团100%全资持有的子公司,汇丰保险经纪有限公司(“汇丰经纪”),是汇丰集团在亚洲大财富管理领域布局的重要引擎。
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通过与汇丰旗下金融科技、汇丰人寿等多个实体的合作,汇丰经纪发挥联动优势,计划为其客户提供更为全面的服务,将科技的力量和私人财富规划师的智慧和经验合二为一,千人千面,基于当前资产配置和风险敞口基础上、全生命周期的全方位财富规划,助力大众富裕、高净值人群及不同类型企业等多样客户,把握在中国的长期增长机遇。
若用人单位提供虚假招聘信息,以担保或其他任何名义收取财物,扣押或以保管为名索要证件,都属于违法行为,应当提高警惕。
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