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 the ​[country / business unit / function/XXX [team]​ to achieve the outcomes set out in the Bank’s Conduct Principles​: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *​  
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. 
• ​​[Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation].​ 
• [Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries] 
• Serve as a Director of the Board of ​[insert name of entities]​ 
• Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)  

Other Responsibilities

​​Embed Here for good and Group’s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]​ 

Skills and Experience

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

Qualifications
​​​IIQE 1-3,5 and SI 1,7,8​​