Brokerage Account Manager, HSBC Broker

HSBC

Chengdu, Sichuan
Contract
Full-time

30 days ago

Job descriptionThis 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

RequirementsTo 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. /YTIssued by HSBC Insurance Brokerage Company Limited

HSBC

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