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Mobile Insurance Specialist

hace 4 meses

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 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.

**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.

Requirements

“En HSBC esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura incluyente que promueva igualdad de oportunidades. Nuestros valores definen quiénes somos como organización y lo que nos distingue, valoramos la diferencia, avanzamos juntos, nos hacemos responsables de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan”.

“En HSBC nos encontramos orientados a garantizar la igualdad de género y capacitación constante hacia nuestros empleados, así como a la protección de sus derechos laborales y sociales”.

“En HSBC ofrecemos a nuestros colegas un mayor número de días para que puedan disfrutar al máximo su boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar.

Nuestro paquete de permisos con goce de sueldo **está a la vanguardia en México.**

**Ahora tienes una** razón más para ser HSBC y vivir con orgullo una cultura de bienestar integral, balance y auto cuidado”.