Sales and Process Management Lead

We are currently seeking an experienced professional to join our team.

This role is responsible for leading countrywide system support team and customer lifecycle/event management team to empower frontline and closely tracking business performance. Based on marketing programs, the role will support business development in leads analysis, customer management, solution proposal and status tracking. Drive and lead business development projects and initiatives.

In this role, you will have the key responsibilities:

• Closely communicate with frontline (City Manager/Field Manager/Wealth & Financial Planner) to identify needs and pain points, then work with back office for agile settlement, including but not limit to system/selling process/products/value-added services/campaigns;
• Lead system team to support Wealth & Financial Planners cross the country;
• Analyze leads acquisition statistics and support business development and customer conversion.
• Bridge with Operations/Marketing/IT/Performance and Incentive etc functions to offer best services and support to frontline sales; Drive and lead business development projects and initiatives.
• Drive business initiatives in group insurance business to support sustainable growth and operational excellence.

• Design smooth service process of group insurance and optimize customer experience to enhance operational efficiency and ensure swift responses to customer needs, focusing on achieving comprehensive improvements in group insurance business.

To be successful in the role, you should meet the following requirements:

• At least 10+ years’ experience relevant experience in system, process, sales and customer management, or broad scope sales, marketing experience in financial industry, including multiple channels experience.
• Good exposure in the insurance industry is preferred with strong business acumen and customer proposition capabilities.
• Excellent communication, negotiation and problem solving skills.
• Strong leadership quality in managing multiple variation in team members job scope and seniority profile
• Excellent analytical skills and detail-oriented, can proactively drive a project independently
• Fluency in Mandarin is mandatory and the basic ability in English is desirable
• Strong Microsoft application knowledge
• Able to work effectively under pressure with tight timeline

You’ll achieve more at 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.

Issued by  HSBC Insurance Brokerage Company Limited