Sales Quality & Conservation Executive

  • Competitive
  • Kuala Lumpur, Federal Territory, Malaysia Kuala Lumpur Federal Territory MY
  • CDI, Plein-temps
  • HSBC Bank (M) Berhad
  • 15 juil. 18 2018-07-15

Sales Quality & Conservation Executive

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Amanah Takaful (INMY) leverages the HSBC Group's international experience and expertise in Islamic finance to offer a wide range of innovative and accessible Family Solidarity products to both consumers and corporate customers throughout Malaysia.

Reporting to the Manager, Sales Quality & Conservation, the jobholder will play a significant role in ensuring sales quality standards are met in the branches according to requirements, especially in the areas of regulatory and HSBC requirements.

Responsibilities

  • Review persistency key performance indicators including key risk indicator (lapse ratio) and drive action plans by respective business and/or process owners.
  • Review sales performance indicators such as sales quality for channels that insurance has responsibility over and cancellations during cooling-off period.
  • Review and monitor procedures created to prevent miss-selling by persons associated with it and recommend improvements where necessary.
  • Review of complaints which resulted in cancellations and/or surrenders that have impact to persistency.
  • Review and address significant process gaps/breakdown that has impact to persistency.
  • Review and address operational issues relating to persistency, raised in reports/MI issued on the business (e.g. sales quality, contribution collection, cancellation reasons, complaints, conservation, etc.).


Qualifications
Requirements
  • Minimum 3 years' financial advisory experience, Bancassurance an advantage.
  • CFP qualification, Pre-Contract Examination (PCE) license and Takaful Basic Examination (TBE) license an advantage
  • Possess broad-based knowledge of the Insurance/Takaful sales - Life, General, Group business, multi distribution channels.
  • Possess commitment, judgment and problem-solving skills - able to identify, and provide solutions and feedback to improve quality of sales in a timely manner
  • Self-starter with excellent relationship-building and presentation skills.
  • Strong verbal and written communication skills - must be able to communicate effectively both internally within INMY and regionally with Group executives
  • Strong skills in Microsoft Office tools (Excel, Word and Powerpoint)