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- Tasks: Support intermediary partners through their life application journey via calls and emails.
- Company: Join HSBC, a progressive business focused on growth and exceptional service in the protection market.
- Benefits: Enjoy a diverse and inclusive workplace with opportunities for personal and professional growth.
- Why this job: Be part of a new team, contribute to success, and develop valuable skills in a dynamic environment.
- Qualifications: Experience in financial services or related fields, excellent communication skills, and a customer-focused mindset.
- Other info: HSBC is committed to inclusivity and offers accommodations for candidates with disabilities.
The predicted salary is between 36000 - 60000 £ per year.
The Protection Consultant – will provide high quality support and assistance to our intermediary partners across the different elements of their life application journey.
The role of the Protection Consultant, Insurance is to service, manage and support engagement with external intermediary partners via telephone, email and through additional communication methods as they develop. The role will also be pivotal in identifying adviser query trends, signposting tools for advisers to self-manage and engaging with their allocated BDM to help develop increased levels of business.
This is a fantastic opportunity to join a new team in a growing business and will be key to developing HSBC’s share of the protection market through our intermediary partners by providing an exceptional level of support.
The role will act as the first line for adviser queries and support and, as such, this role will give the opportunity to learn a wide range skills and knowledge across underwriting, commission, on-boarding and application processing.
The main attraction for all the team is the opportunity to contribute to the success of a progressive business and to grow as the proposition grows.
Your responsibilities will include and are not limited to:
Taking responsibility for resolving an adviser’s query in the most effective way possible.
Taking broker calls, creating positive broker outcomes whilst ensuring relevant SLAs are maintained.
Achieving consistent, positive, adviser feedback through measured interactions.
Supporting the commercial/product/propositional elements of new and existing partnerships to provide feedback to Business colleagues to help shape the proposition on a continuous basis.
Ensuring consistent delivery of a superior customer experience and service level for external intermediary partnerships. Liaise and manage credibly across a wide variety of internal stakeholders, both within the Insurance distribution channel as well as the wider business.
Working closely with the BDM team to identify coaching and development opportunities with advisers and firms., Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces – no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:
Email:
Telephone: +44 207 832 8500
Ability to influence stakeholders to help deliver protection forecasts. The ability to manage multiple relationships at all levels with external stakeholders.
Effective risk management – Identifying risks and working with your Line Manager and wider risk function to ensure ongoing protection of business and functions.
The ideal candidate for this role will have the following skills/experience:
Experience working in relevant environment/s, i.e. Financial Services or related discipline
Experience working in relevant market/context, i.e. UK external Intermediary Market
Past working experience in a relevant role, i.e. Working with brokers/advisers across a range of communication channels
Proven experience of leading the delivery of excellent broker/customer service and proactively looking for innovative ways to improve the service delivered to brokers/customers
Excellent written and spoken communication skills with experience of successfully influencing others
Built effective networks both internally and externally and created opportunities for others to work collaboratively
A comprehensive understanding of the regulatory frameworks and compliance requirements associated with financial services and experience of working within these.
The base location for this role is either: Fareham (Hants) or Whiteley
Protection Consultant employer: HSBC Global Services Limited
Contact Detail:
HSBC Global Services Limited Recruiting Team
+442078328500
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Consultant
✨Tip Number 1
Familiarize yourself with the UK external intermediary market. Understanding the dynamics and key players in this space will help you engage more effectively with brokers and advisers during your interactions.
✨Tip Number 2
Develop strong communication skills, both written and verbal. Since you'll be interacting with various stakeholders, being able to convey information clearly and persuasively is crucial for success in this role.
✨Tip Number 3
Build a network within the financial services industry. Networking can provide you with insights and connections that may prove beneficial when working with external partners and managing relationships.
✨Tip Number 4
Stay updated on regulatory frameworks and compliance requirements in financial services. This knowledge will not only enhance your credibility but also ensure that you can navigate potential risks effectively.
We think you need these skills to ace Protection Consultant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Protection Consultant position. Understand the key responsibilities and required skills, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or working with brokers/advisers. Provide specific examples of how you've delivered excellent customer service and managed relationships effectively.
Showcase Communication Skills: Since the role requires excellent written and spoken communication skills, make sure to demonstrate these in your application. Use clear and concise language, and consider including examples of how you've successfully influenced others in a professional setting.
Express Commitment to Diversity and Inclusion: HSBC values diversity and inclusion, so it’s beneficial to express your commitment to these principles in your application. Mention any relevant experiences that showcase your ability to work collaboratively with diverse teams or support inclusive practices.
How to prepare for a job interview at HSBC Global Services Limited
✨Understand the Role
Make sure you have a clear understanding of the Protection Consultant role and its responsibilities. Familiarize yourself with the life application journey and how to effectively support intermediary partners.
✨Showcase Communication Skills
Since the role involves significant interaction via telephone and email, be prepared to demonstrate your excellent written and spoken communication skills. Practice articulating your thoughts clearly and concisely.
✨Highlight Relevant Experience
Discuss your past experiences in financial services or working with brokers/advisers. Be specific about how these experiences have equipped you with the skills necessary for this role.
✨Emphasize Problem-Solving Abilities
Prepare examples of how you've effectively resolved queries or issues in previous roles. This will showcase your ability to take responsibility and deliver positive outcomes for advisers.
