Senior Insurance Specialist

JOB SUMMARY

• To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
• To analyse customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.

RESPONSIBILITIES

• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.

Strategy

• To co-ordinate and support sales events (e.g. seminars)

Business

• To work closely with branch sales staff to optimize the sales results.
• To maximize business opportunities to achieve individual sales target

Processes

• To comply with the guidelines listed in operation manual and NISP on all sales process

People & Talent

• To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
• Implement relevant measures including briefing and discussion forum to support sales and marketing programs.

Risk Management

• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

Governance

• To comply with the guidelines listed in operation manual and IPSP on all sales process

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Qualification

• IIQE 1-3,5 and SI 1,7,8

Role Specific Technical Competencies

• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs