Insurance Solutions Specialist
hace 1 mes
As a Mobile Insurance Specialist at HSBC, you will play a crucial role in supporting our Wealth sales force in delivering insurance solutions to our customers.
Key Responsibilities:- Collaborate with Relationship Managers to identify and fulfill customer needs, providing technical expertise in insurance solutions.
- Assist in the development and implementation of sales strategies to increase customer penetration in the Wealth segment.
- Provide specialist advice on insurance solutions to ensure the protection needs of Wealth customers are well met.
- Train Relationship Managers on technical and practical skills through programmed trainings and on-job coaching.
- Assist in client events and provide support in commercial management.
- Minimum of three years of 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 complex financial solutions and products, including financial markets, social-economic dynamics, and regulatory requirements.
- Extensive external market awareness of market conditions, new product solutions, and current financial market activities.
- Demonstrated ability to correctly identify client needs and manage consultative sales processes.
- Team player with collaborative skills and 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, or Mortgage.
- Good level of English for medium to advanced understanding and communication.
At HSBC, we value diversity and inclusion, and we are committed to creating a culture where all employees and customers feel valued and respected. We believe in integrity, courage, and trustworthiness, and we strive to make a positive impact in the communities we serve.
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