Insurance Solutions Specialist

hace 1 mes


Cuauhtémoc, Ciudad de México HSBC A tiempo completo
Job Title: Mobile Insurance Specialist

Job Summary:

The Mobile Insurance Specialist is a key role within the Wealth sales force, focused on delivering insurance solutions to customers. This specialist will be a technical expert in one or several product categories, such as Structured Products, Investments, Financial Planning, Retirement, Protection, and Mortgage, among others.

Key Responsibilities:

  • Support Relationship Managers in gaining client trust and confidence in HSBC's capabilities, increasing the effectiveness and quality of needs fulfilled for target clients.
  • Assist Relationship Managers in identifying and uncovering client needs, identifying relevant wealth solutions, and providing technical analysis to support sales processes.
  • Commercial management to increase customer penetration in the Wealth segment.
  • Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled.
  • Train Relationship Managers on technical and practical skills through programmed trainings and improve their product-specific technical knowledge through effective on-job coaching.
  • Assist on client-planned events.

Requirements:

  • Minimum of three years of working experience as a product specialist, life insurance 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 knowledge of financial markets, socio-economic dynamics, and regulatory requirements 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 processes.
  • 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, such as Structured Products, FX, Investments, Financial Planning, Savings, Retirement, Protection, and Mortgage, among others.
  • Good level of English for medium to advanced understanding and communication.
  • Excellent communication and interpersonal skills.

About HSBC:

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.

We act with integrity, courage, and trustworthiness, showing different ideas and cultures, and being connected with customers, the community, regulators, and each other.

We are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

We offer our colleagues a greater number of days to enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member, with a paid leave package at the forefront in Mexico.



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