Mobile Insurance Specialist
hace 3 semanas
**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.
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.
We offer direct hiring by the bank, base salary,
performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations.
At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.
HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
-
Scrum Master
hace 4 días
Iztapalapa, México Zurich Insurance A tiempo completoZurich Capability Center is currently hiring a: **Scrum Master** For its mobile app delivery team. This person will work in a hybrid schedule at the Schaumburg North America HQ. Responsibilities: - Oversee the delivery of ZNA’s mobile app from inception to completion, ensuring it meets quality, scope, budget, and timeline requirements. - Employ project...
-
Lead Generation Specialist
hace 2 semanas
Iztapalapa, México EagleBurgmann A tiempo completo**Working at Freudenberg**: "We will wow your world!" This is our promise. As a global technology group, we not only make the world cleaner, healthier and more comfortable, but also offer our 51,000 employees a networked and diverse environment where everyone can thrive individually. Be surprised and experience your own wow moments. EagleBurgmann is a...
-
Corporate Sales Specialist
hace 2 meses
Iztapalapa, México Tendencys Innovations A tiempo completo_Do you like challenges? Do you have commercial skills such as prospecting, negotiation, and good communication? Do you have a passion for sales? This is the opportunity for you!_ **We offer**: - Income per Month of $19,000.00 to $21,000.00 (Gross Salary) - Uncapped commissions from $15,000.00 to $35,000.00 - Direct hiring with our company - Law benefits -...
-
Business Communications Specialist
hace 2 días
Iztapalapa, México ABB A tiempo completo**Business Communications 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...
-
Ejecutivo Telefónico Sin Experiencia
hace 2 meses
Iztapalapa, México Mobile Solutions A tiempo completoSolicitamos _**PRIMER EMPLEO y SIN EXPERIENCIA!!!!**_ - **Asesor Telefónico **_Tiempo Completo_ - **Requisitos**:_ - 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. -...
-
Ejecutivo Telefónico Sin Experiencia
hace 1 mes
Iztapalapa, México Mobile Solutions A tiempo completoSolicitamos - **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. -...
-
Ejecutivo Telefónico Tiempo Completo
hace 1 semana
Iztapalapa, México Mobile Solutions A tiempo completoSolicitamos - **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. -...
-
Actuary Data Specialist
hace 2 días
Iztapalapa, México HSBC A tiempo completo-Job description If you’re looking for a career where you can make a real impression, join Global Service Center (GSC) HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to...
-
Skip Tracing Specialist
hace 2 días
Iztapalapa, México Concord Servicing A tiempo completo**Mexico Office Skip-tracing specialist** Full-time -Non-Exempt - reports to the Contact Center Collections Manager. **Summary**:Manages the skip-tracing efforts in console’s workloads for any of clients in accordance with the organization's policies and applicable laws. Responsibilities: Searching and locating contact information for customers and...
-
Global Data Processing Specialist
hace 1 semana
Iztapalapa, México NielsenIQ A tiempo completo**Job Description** About Job**: The Data Processing Specialist is responsible for deliverables instructions with a global scope, coding and data validation, focusing on a specific industry / category in various countries. As a data processing specialist at Nielsen, you must create and deliver project results in a timely and accurate...
-
Voip Customer Support Specialist
hace 2 meses
Iztapalapa, México PetDesk A tiempo completo**About this Role** As a contract VoIP Customer Support Specialist, you will support PetDesk's VoIP phone systems.. You will provide your technical expertise and problem-solving skills to deliver exceptional customer service to the company's clients. By leveraging customer data, PetDesk Phones improves communications (calls, chats, appointments). It...
-
Account Specialist
hace 2 días
Iztapalapa, México Fastenal Mexico A tiempo completo**Salary: $15,000 - $18,000** **Work hours: 7:30am - 5:30pm (Mon-Fri)** OVERVIEW: Working as Full-Time Account Specialist, you must have a strong interest in sales and enjoy working in a fast-paced challenging environment. RESPONSIBILITIES: The duties and responsibilities of this position include, but are not limited to: - Working directly with key...
-
Jr. Pricing Specialist(F/m/d)
hace 2 semanas
Iztapalapa, México EagleBurgmann A tiempo completo**Working at Freudenberg**: "We will wow your world!" This is our promise. As a global technology group, we not only make the world cleaner, healthier and more comfortable, but also offer our 51,000 employees a networked and diverse environment where everyone can thrive individually. Be surprised and experience your own wow moments. EagleBurgmann is a...
-
Account Specialist
hace 1 semana
Iztapalapa, México Fastenal Mexico A tiempo completo**Salary: $15,000 - $18,000** **Work hours: 7:30am - 5:30pm (Mon-Fri)** OVERVIEW: Working as Full-Time Account Specialist, you must have a strong interest in sales and enjoy working in a fast-paced challenging environment. This is an entry level position that will provide assistance to our customers from our branch located at 101 Brick Kiln Rd Units 1&2,...
-
Specialist Customer Service
hace 5 días
Iztapalapa, México Adidas A tiempo completoPurpose & Overall Relevance for the Organization: - To support the Wholesale business to achieve sales and market strategy objectives To ensure a reliable, adequate and competitive customer service level for all adidas- Key Responsibilities: - Recording and managing all types of orders (e.g. pre-orders and re-orders, contracts, call-off orders, off-price...
-
Lead Specialist IT Support
hace 1 semana
Iztapalapa, México Avantor A tiempo completoThe Opportunity: Avantor is looking for a dedicated and experienced IT Support Lead Specialist. IT Support Specialist will Support the planning, acquisition, installation, control, management and maintenance of the organization’s local/wide area networks, computer systems, software, peripherals, and telecommunications. Works independently under close...
-
Incident Management Specialist
hace 1 semana
Iztapalapa, México Ellucian A tiempo completoUnlock Learning for All: Here at Ellucian, we are motivated by a mission - power education so institutions can empower student success. We are the global market leader in EdTech for higher education, serving more than 2,900 customers and reaching over 22 million students in 50 countries. We are dedicated to helping higher education unlock learning for all by...
-
Senior QA Engineer
hace 4 días
Iztapalapa, México Hopper A tiempo completo**About the job** Do you want to substantially impact the future of Hopper's travel technology? We're hiring a QA Engineer to join our Fintech team and help us innovate the evolution of travel selling and booking technology. Fintech contributes to 70% of the company's overall revenue. As a QA Engineer, you will be directly responsible for owning the...
-
Specialist-payroll
hace 3 semanas
Iztapalapa, México Marriott International, Inc A tiempo completo**Job Number** 24091092 **Job Category** Finance & Accounting **Location** The St. Regis Mexico City, Paseo de la Reforma 439, Mexico City, Distrito Federal, Mexico VIEW ON MAP **Schedule** Full-Time **Located Remotely?** N **Relocation?** N **Position Type** Non-Management *** Check figures, postings, and documents for accuracy. Organize, secure, and...
-
Payroll Specialist
hace 2 días
Iztapalapa, México Nissan A tiempo completo**General Description**: As a Specialist, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Nissan Professional skills and responsibilities for this management level include but are not limited to: - Use feedback and reflection to develop self awareness, personal strengths and address...