Mobile Insurance Specialist

hace 2 semanas

Tlahuac, México HSBC A tiempo completo

-Job description

**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

Drive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaigns

Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Build relationship with RMs and Clients

Support referrals to the branch when other customer needs (wealth/ non-insurance) are identified

Identify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customer

Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.
Requirements

**Knowledge & Experience / Qualifications**

Solid experience in life insurance (2 years), ideally also in wealth management and sales capabilities

Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions

Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products.

Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.

Demonstrated ability and experience to correctly identify client needs.

Solid skills to manage consultative sales process.

Team player with collaborative skills.
- “At HSBC we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization and what sets us apart, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.”_
- “At HSBC we are oriented to guarantee gender equality and constant training for our employees as well as the protection of their labor and social rights.”_

  • Mobile Insurance Specialist

    hace 3 semanas

    Tlahuac, México HSBC A tiempo completo

    **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...

  • Mobile Insurance Specialist

    hace 4 semanas

    Tlahuac, México HSBC A tiempo completo

    -Job description **Role purpose**: The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products / Investment / Financial Planning / Retirement / Protection / Mortgage, etc, and...

  • Latam Technical Training Specialist

    hace 4 semanas

    Tlahuac, México Vivo Mobile A tiempo completo

    **LATAM Technical Training Specialist** **Vivo is looking for a LATAM Technical Training Specialist!** Vivo is a leading global technology company committed to creating trendsetting smart mobile products and services. Vivo is devoted to forming a vibrant mobile internet ecosystem, and currently owns and operates an extensive network of research operations...

  • QA Engineer

    hace 4 días

    Tlahuac, México PayPal A tiempo completo

    Mandatory to be in Mexico City or within a 100km radius as this is a hybrid position that required to commute to our Mexico City office. At PayPal (NASDAQ: PYPL), we believe that every person has the right to participate fully in the global economy. Our mission is to democratize financial services to ensure that everyone, regardless of background or...

  • Application Specialist Medical Devices

    hace 2 semanas

    Tlahuac, México Recruiters and HR Advisors LATAM A tiempo completo

    **Vacante para la empresa Recruiters and HR Advisors LATAM en Insurgentes Sur -Benito Juárez, Ciudad de México**: **Application specialist medical devices**: CLINICAL APPLICATION SPECIALIST - Capacitador. **3 VACANTES POR CRECIMIENTO INTERNO** Empresa Trasnacional especialista en Medical Devices solicita: **3 VACANTES DE Clincal Specialist -...

  • Clinical Aplication Specialist Medical Devices

    hace 4 semanas

    Tlahuac, México Recruiters and HR Advisors LATAM A tiempo completo

    **Vacante para la empresa Recruiters and HR Advisors LATAM en Benito Juárez, Ciudad de México**: **Clinical aplication specialist medical devices**: **Application specialist medical devices**: Empresa Trasnacional especialista en Medical Devices solicita: **3 VACANTES DE Clincal Specialist - Especialista de Producto Capacitador / Entrenador** Vacantes...

  • Marketing Specialist

    hace 2 semanas

    Tlahuac, México Dresden Partners A tiempo completo

    **Descripción**: **Dresden Partners** experts in web technology, UX / UI, mobile and software development, with specialized near-shore staffing, tech international and local tech sourcing services. We are looking for talent for the position**:Marketing Specialist** **Requirements**: - Bachelor's Degree in Marketing or relevant field, or equivalent work...

  • Clinical Aplication Specialist

    hace 1 semana

    Tlahuac, México Recruiters and HR Advisors LATAM A tiempo completo

    **Vacante para la empresa Recruiters and HR Advisors LATAM en Insurgentes Sur -Benito Juárez, Ciudad de México**: **Application specialist medical devices**: CLINICAL APPLICATION SPECIALIST - Capacitador. **3 VACANTES POR CRECIMIENTO INTERNO** Empresa Trasnacional especialista en Medical Devices solicita: **3 VACANTES DE Clincal Specialist -...

  • Junior IT Specialist Print and Scanners

    hace 3 semanas

    Tlahuac, México Dresden Partners A tiempo completo

    **Descripción**: **Dresden Partners** experts in web technology, UX / UI, mobile and software development, with specialized near-shore staffing, tech international and local tech sourcing services. We are looking for talent for the position**:Junior IT Specialist Print and Scanners** **Requirements**: - Troubleshoot problems with printers and scanners. -...

  • Performance Marketing Specialist

    hace 6 días

    Tlahuac, México Yonder Media Mobile A tiempo completo

    **About Global YO** Global YO is an eSIM enabled entertainment and connectivity app available in over 100 countries with geo-located recommendations and music, movies and games on the go. Global YO is the traveler's best friend. **Description**: Your expertise will encompass strong analytics and campaign optimization skills. You will be adept at using...

  • Event Specialist

    hace 1 semana

    Tlahuac, México Thomson Reuters A tiempo completo

    **Event Specialist**: Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? If yes, we are looking for you! Join our team! The Event Specialist role is a key support function for the Enterprise Sponsorship & Events team. Effectively supporting the Events team by...

  • Corporate Sales Specialist

    hace 4 semanas

    Tlahuac, México Tendencys Innovations A tiempo completo

    **We offer**: - Base Salary of $18,000.00- $24,000.00 net salary (According to experience) - Uncapped commissions average of $35,000.00 to $69,000.00 - Direct contracting with our company - Paid training - Hours Monday to Friday from 09:00 a.m. to 06:00 p.m. - Life insurance - Courses for professional development - Insurance of major medical expenses -...

  • QA Engineer

    hace 2 semanas

    Tlahuac, México PayPal A tiempo completo

    At PayPal (NASDAQ: PYPL), we believe that every person has the right to participate fully in the global economy. Our mission is to democratize financial services to ensure that everyone, regardless of background or economic standing, has access to affordable, convenient, and secure products and services to take control of their financial lives. Job...

  • Service Sales Specialist

    hace 4 semanas

    Tlahuac, México ABB A tiempo completo

    **Service Sales Specialist**: **At ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. Write the next chapter of your ABB story.**: **This...

  • Support Specialist

    hace 6 días

    Tlahuac, México QUALFON A tiempo completo

    We are hiring work at home positions (immediate hiring). This job is for you! Job details: You will be providing a Customer Service via Call, Important: THE TRAINING IS ON SITE, BUT THE JOB IS WORK AT HOME **REQUIREMENTS**: - Modem with an Ethernet Port Connection - Internet Download Speed of at least 16mb/s - Internet Upload Speed of at least 3mb/s -...

  • Personal de Limpieza

    hace 3 semanas

    Tlahuac, México Mobile Solutions A tiempo completo

    **Solicitamos Personal de intendencia** Actividades: - Limpieza de áreas comunes - Limpieza de oficinas - Call Center - Limpieza de baños - Cambio de insumos - más... - **Requisitos**:_ - 18 años en adelante - Primaria, Secundaria o Bachillerato (Comprobable) - Experiência mínima de 6 meses en puesto similar - **Horario**:_ - Lunes a Viernes de 10:00...

  • Analista de Calidad

    hace 2 semanas

    Tlahuac, México Mobile Solutions A tiempo completo

    Solicitamos _**Analista de Calidad **_Tiempo Completo_ - **Requisitos**:_ - _**Experiência mínima de 6 meses**_ - 20 años en adelante - Bachillerato - Facilidad de palabra - Trabajo en equipo - Proactividad - Manejo de Windows, Software - Conocimiento en métricas Call center Horario**:Tiempo completo **de Lunes a Sábados de 9:00 am a 19:00hrs. -...

  • Ejecutivo Telefónico Tiempo Completo

    hace 2 semanas

    Tlahuac, México Mobile Solutions A tiempo completo

    Solicitamos _**Asesor Telefónico **_Tiempo Completo_ - **Requisitos**:_ - _**Experiência mínima de 6 meses**_ - Ser mayor de edad - Bachillerato trunco - Facilidad de palabra - Disponibilidad de Tiempo - Gusto por las ventas Horario**:Tiempo completo **de Lunes a Viernes de 9:00 am a 19:00 hrs. / Se trabajan 2 sábados al mes de 9:00 am a 15:00hrs. -...

  • International Customer Service Specialis

    hace 3 días

    Tlahuac, México Zurich Insurance A tiempo completo

    **Zurich, aseguradora líder a nível internacional te invita a ser parte de su equipo como**: **“INTERNATIONAL CLAIMS SERVICE SPECIALIST”** **Tus habilidades y experiência**: - **Escolaridad**: Lic. Económico - Administrativo, Actuaria - **Experiência**:1 año en atención al cliente orientado a manejo de siniestros. - **Conocimientos...

  • Supervisor de Call Center

    hace 2 semanas

    Tlahuac, México Mobile Solutions A tiempo completo

    Solicitamos _**Superviso CALL CENTER ECS**_ - Tiempo Completo_ - **Requisitos**:_ - Experiência en puestos similares - Experiência mínima de 6 meses como Supervisor en **Call Center Ventas**: - Bachillerato trunco - Facilidad de palabra - Disponibilidad de Tiempo - Gusto por las ventas Horario**:Tiempo completo **de Lunes a Viernes de 9:00 am a 19:00...