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

In this role, you will:

• Supporting tasks to assist in maintaining and strengthening distribution channel relationships, whilst coordinating the relevant business initiatives.
• Deliver one-on-one coaching to help relationship managers translate knowledge into practical skills, enhance insurance sales capabilities, and achieve sustained performance growth.
  • Train core competencies across the full sales process, implementing insurance sales competency development, including execution of phone appointments, in-depth KYC, case solution and closing.
  • Train and coach RM to how complete Policy Review and analyse Policy Review Reports to customers
  • Participate in customer events and training sessions, assist with pre-event preparations, provide on-site support, and conduct post-event evaluations and follow-ups.
• Support relationship managers in analyzing and diagnosing client needs, designing tailored solutions, and preparing for client meetings. Enhance practical capabilities through role-play and rehearsals focused on solution presentation and deal closing.
• Provide coaching on sales strategies for INSH proprietary products, building on the foundational training delivered by Business Development Managers. Help relationship managers improve practical product skills, including aligning product features with client needs and integrating relevant service resources.
• Analyze market trends and competitor products to identify and articulate the core strengths of INSH products. Develop sales strategies aligned with client profiles, incorporating sales logic and applicable scenarios. Continuously refine strategies through case reviews to improve sales effectiveness
• Deliver one-on-one coaching to help relationship managers translate knowledge into practical skills, assisting RM to complete pre-case/pre-meeting.
• Supporting the development and execution of channel development plans and strategies, continuously optimizing existing cooperation models.
• Collaborating with stakeholders, which may include relationship managers and product team, to maximise empowerment for distribution channels.
• Assisting in execution of compliance review processes and due diligence to ensure all operations adhere to risk control requirement.

• • KYC
• INSH
• INSH

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

• Reasonable experience in sales force (5 years )
• Possess board-based knowledge of the Insurance business and China practices
• Good influential skills able to influence people of different cultures and backgrounds
• Strong verbal and written communication skills in both English and Chinese. Must be able to communicate effectively in Putonghua.
• Excellent interpersonal skills excellent customer relationship management
• Able to lead, inspire, motivate and develop the teams to deliver business performance and a team player.

• 5

Youll 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./NA

Issued by HSBC Life Insurance Company Limited