Mobile Insurance Specialist

hace 5 meses

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 the most significant contribution is expected to support Wealth´s Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC by serving customers outside the branch individually or in joint work with Relationship Manager.

Mobile Insurace Specialist is usually deployed to add value to the Wealth´s Relationship Managers on their daily activities and responsibilities at the regional level in more sophisticated products to Wealth customers.

**Principal accountabilities**:

- Support Relationship Managers gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
- Assist Relationship Managers relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Relationship Managers in presenting and explaining solution(s) to client or conducting individually end to end sales processes on site (office, home or other locations requested by the clients).
- Commercial management to increase customer penetration in Wealth segment.
- Give detailed tracking and registration of activity.
- Promote professional sale of insurance products.
- Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled
- Training Relationship Managers on technical and practical skills through programed trainings when needed and improve Relationship Managers product specific technical knowledge by effective on-job coaching.
- Assist on client planned events
Requirements
- Minimum of three years of working experience as a product specialist, life insurace agent or financial advisor
- 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
- A solid understanding of global anti money laundering standards
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Specialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning /Savings /Retirement /Protection /Mortage etc.
- Good level of English for medium to advanced understanding and communication
- Excellent communication and interpersonal
- 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”_

  • Mobile Insurance Specialist

    hace 6 meses

    Tlahuac, México HSBC A tiempo completo

    -Job description **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...

  • Mobile Insurance Specialist

    hace 5 meses

    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....

  • Latam Technical Training Specialist

    hace 5 meses

    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...

  • Mobile Developer with Css

    hace 6 meses

    Tlahuac, México VTekis Consulting LLP A tiempo completo

    **Company Description** VTekis Consulting LLC provides complete solutions for Staff Agumentation, Recruitment Process Outsourcing, Contract Hiring, Direct Hire and Outsourced Solutions. Our goal is to deliver quality professional services to our clients not just to find someone to do a job, we match the right professional for your staffing needs and earning...

  • QA Engineer

    hace 6 meses

    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...

  • Insurance and Claims Administrative

    hace 5 meses

    Tlahuac, México Inter-Con Security Systems A tiempo completo

    **Overview** Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard...

  • Clinical Aplication Specialist Medical Devices

    hace 6 meses

    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...

  • Performance Marketing Specialist

    hace 6 meses

    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...

  • QA Engineer

    hace 5 meses

    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...

  • Event Specialist

    hace 5 meses

    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...

  • Service Sales Specialist

    hace 5 meses

    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...

  • Specialist, Agent Support

    hace 5 meses

    Tlahuac, México Western Union A tiempo completo

    **Specialist, Agent Support - Mexico DF** Are you keen to unleash your potential in a global business that is redefining the financial services sector? Are you ready to unleash your potential in a global business that is committed to moving money for better? Are you interested in joining a globally diverse organization where our unique contributions are...

  • International Customer Service Specialis

    hace 6 meses

    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...

  • Bilingual Accounts Collections Specialist

    hace 6 meses

    Tlahuac, México iQor A tiempo completo

    We are looking for your experience!!! iQor Mexico, a market-leading company in administrative collection processes, is looking for its next **Bilingual Accounts Collections Specialist** for one of our clients specialized in the sale of toys in the US and Mexico. Principal functions: - Management of deductions by chain - Monitoring of collections,...

  • Sharepoint Developer

    hace 6 meses

    Tlahuac, México Zurich Insurance A tiempo completo

    Zurich Capability Center is currently hiring a: **SHAREPOINT DEVELOPER** **About the Role**: - In depth knowledge of SharePoint admin portal and app development in the SharePoint eco system - SharePoint Development skills with SPFX and the use of React - Familiar with Azure functions such as Azure Key Vaults, Azure Storage Accounts, Static Web Apps, Azure...

  • Eelectrical Service Sales Specialist

    hace 5 meses

    Tlahuac, México ABB A tiempo completo

    **eELECTRICAL 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...

  • SEO Specialist

    hace 5 meses

    Tlahuac, México Directive Consulting A tiempo completo

    Directive Consulting is the performance marketing agency for SaaS and Tech companies. We use Customer Generation (a marketing methodology developed by us) which focuses on SQLs and Customers instead of traditional metrics like MQLs. We offer Paid Media, SEO, Performance Creative, and Video to our clients by creating comprehensive digital marketing strategies...

  • Market Access Specialist

    hace 5 meses

    Tlahuac, México Solventum A tiempo completo

    **Job Description**: Market Access Specialist (Solventum) Mexico City 3M Health Care is now Solventum At Solventum, we enable better, smarter, safer healthcare to improve lives. As a new company with a long legacy of creating breakthrough solutions for our customers’ toughest challenges, we pioneer game-changing innovations at the intersection of...

  • Customer Experience Assurance Specialist

    hace 5 meses

    Tlahuac, México OpenTable A tiempo completo

    With millions of diners, tens of thousands of restaurants, and 23+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a unique insight into the world of hospitality. We champion restaurants, bars, wineries, and other venues around the world, helping them attract guests, manage capacity, improve...

  • Treasury Specialist

    hace 6 meses

    Tlahuac, México JTI - Japan Tobacco International A tiempo completo

    We are JTI, Japan Tobacco International, and we are present in 130 countries. We have spent years innovating, creating new and better products for **the consumers to choose from**. This is our business. But not only. Our business is our people. Their talent. Their potential. We believe that when they are** free to be themselves**, and they are given the...