Sales and Process Management Lead

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

This role is responsible for leading countrywide case management team/system support team to empower frontline and closely tracking business performance. Based on leads acquisition programs, the role will support business development in leads analysis, 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 case management team to work as a group and interact with HSBC Life Insurance and external insurance partnership to ensure smooth underwriting process;

•      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.

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

•      Good exposure in the insurance industry is preferred with strong business acumen and customer proposition capabilities.

•      Excellent communication, negotiation and problem solving skills

•      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

•      Leadership skills are preferred

•      Strong Microsoft application knowledge

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