Business Development

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Business Development

Job Purpose

Contribute to achieving the ambition of INMX and the bank through 2 new distribution channels (insurance specialists and financial advisors). The first seeks to serve the bank's clients and the second seeks to enter the open market to attract new clients to INMX. and to the bank
- Contribute to the achievement of the objectives to achieve and exceed the goals of the Insurance AOP through new teams and distribution channels, specializing in sales techniques, handling objections, products and through a high quality methodology implementing a model of Insurance management which includes accompaniment and visits to clients, a robust training program, coaching, incentive and motivation schemes, measurement and follow-up.
- Lead multifunctional work teams with internal areas, business partners and external suppliers that allow the generation of new initiatives that lead to an increase in sales.
- Responsible for the profitable construction of a robust and sustainable long-term Business Case for the implementation of a new insurance distribution channel through INMX Financial Advisors with the aim of competing with other insurers and attracting new clients to INMX. and to the bank
- Close working relationship with Global and countries where there are similar distribution channels to copy practices and adapt models to the Mexican market.
- Responsible for building a highly competitive team to be responsible for communication towards the group and towards the bank.
- Maintain a relationship with the main commercial partners Directors / Deputy Directors of the Segments, internal and external for the sale, retention and distribution of the insurance product for HSBC clients.
- Coordination of a team to generate insurance sales and retention strategies, providing analysis and proposals for the execution of quality policy acquisition and retention activities.
- Responsible for the proper functioning, motivation plans and incentives, sales campaigns.
- Responsible for ensuring that the insurance offer is robust enough for the needs of the segment.
- Responsible for the segment's insurance sales strategy, actions and plan.

Main Responsibilities
- Train the team of high-performance Insurance Specialists (BDMs), recruiting the entire team with experience in both hard and soft skills
- Develop each element in the rest of skills and knowledge with the support of the HR and training teams to achieve commercial and financial objectives.

Design and implement business strategies for the prospecting, commercialization and retention of Insurance for Clients of key segments such as: P/A, Wealth, PCS, PEx.
- Work hand in hand with the Heads of each segment and each division in both face-to-face and remote sessions
- Develop and implement promotional initiatives and campaigns.
- Implement the sales methodology and business model of the team of Insurance Specialists (BDMs)
- Responsible for the portfolio, number of policies and PNA
- Ensure the profitability of the portfolio of both new sales and renewals
- Lead the team of Specialists responsible for each Division
- Develop a Business Case to measure the feasibility of creating a new distribution channel (Wealth Planners) in a model of Financial Advisors for the sale of insurance to the Open Market.
- Become the first protection, savings and retirement option for our clients.
- Be the most offered product through BDMs and RMs by segment
- Win-win relationship with fiscal partner
- Guarantee, through its team, adequate commercial and operational support for the Bank's internal and external clients

Main Challenges

Recruit and develop a team of competitive and highly productive BDMs for INMX and for the Bank that meets the expected commercial and financial expectations
- Maintain and develop leadership over the team with respect and seeking the development of the members.
- Create a solid and trusting relationship between BDMs and the main WPB stakeholders (P/A, Wealth and PCS teams)
- Develop strategies based on achieving the commercial and financial objectives of the channel
- High promotion and placement of Insurance considered Wealth
- Construction and Development of the profitable Business Case for the creation of the Wealth Planners channel (Financial Advisors)
- Convince about the actions to be carried out in order to implement said BC
- Build trust with results-based actions.

Job Context

High interaction with Global Insurance teams in order to implement