Insurance Solutions Specialist
hace 4 horas
Key Responsibilities:
- Collaborate with Relationship Managers to identify client needs and provide tailored insurance solutions
- Develop and maintain in-depth knowledge of complex financial products and solutions
- Assist in the development and implementation of sales strategies to increase customer penetration in the Wealth segment
- Provide expert advice on insurance solutions to ensure the needs of Wealth customers are well fulfilled
- Train and coach Relationship Managers on technical and practical skills to enhance their product knowledge and sales capabilities
- Assist in client events and activities
Requirements:
- 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 specific 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
- 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, or Mortgage
- Good level of English for medium to advanced understanding and communication
- Excellent communication and interpersonal skills
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 personal aspect. We act with integrity, courage, and trustworthiness, and we are connected with customers, the community, regulators, and each other.
We offer our colleagues a greater number of days to enjoy their wedding, take care of a new family member, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, and we are proud to live a culture of well-being, balance, and care."}
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