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Mobile Insurance Specialist

hace 2 meses

Xico, México Hsbc A tiempo completo

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, Investment, Financial Planning, Retirement, Protection, and Mortgage, among others.

Key Responsibilities

  • Support Relationship Managers in gaining client trust and confidence in HSBC's capabilities, and increase 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.
  • Specialization 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.