Description
-Job description**Mobile Insurance Specialist**(MIS)**
**Role purpose**:
Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.
**Principal accountabilities**:
Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
Maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)
Promote professional sale of insurance products
Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Premier NRC customers are well fulfilled
**Role purpose**:
Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.
**Principal accountabilities**:
Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
Maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)
Promote professional sale of insurance products
Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Premier NRC customers are well fulfilled
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