Mobile Insurance Specialist

hace 1 semana

Tlahuac, México HSBC A tiempo completo

**Please note this job advertisement is only available in Spanish. To view the job, select ‘Español - ES’ from the language selector in the page menu.** **Mobile Insurance Specialist** **(MIS)** **Role purpose**: Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model. **Principal accountabilities**: Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns Maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service) Promote professional sale of insurance products Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Premier NRC customers are well fulfilled Drive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaigns Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Build relationship with RMs and Clients Support referrals to the branch when other customer needs (wealth/ non-insurance) are identified Identify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customer Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency. **Knowledge & Experience / Qualifications** Solid experience in life insurance (2 years), ideally also in wealth management and sales capabilities 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 the knowledge of financial markets, socia-economic dynamics, and regulatory requirement 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 process. Team player with collaborative skills. Requirements “At HSBC we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization and what sets us apart, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.” "At HSBC we are oriented to guarantee gender equality and constant training for our employees, as well as the protection of their labor and social rights" “At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”

  • Mobile Insurance Specialist

    hace 4 semanas

    Tlahuac, México HSBC A tiempo completo

    **Mobile Insurance Specialist** **(MIS)****Role purpose**:Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales...

  • Mobile Insurance Specialist

    hace 5 días

    Tlahuac, México HSBC A tiempo completo

    **Mobile Insurance Specialist** **(MIS)** **Role purpose**: Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven...

  • Mobile Insurance Specialist

    hace 6 días

    Tlahuac, México HSBC A tiempo completo

    **Please note this job advertisement is only available in Spanish. To view the job, select ‘Español - ES’ from the language selector in the page menu.****Mobile Insurance Specialist** **(MIS)****Role purpose**:Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance...

  • Mobile Insurance Specialist

    hace 3 semanas

    Tlahuac, México HSBC A tiempo completo

    -Job description**Role purpose**:Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals....

  • Mobile Insurance Specialist

    hace 1 semana

    Tlahuac, México HSBC A tiempo completo

    -Job description **Role purpose**: The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products / Investment / Financial Planning / Retirement / Protection / Mortgage, etc, and...

  • Latam Technical Training Specialist

    hace 1 semana

    Tlahuac, México Vivo Mobile A tiempo completo

    **LATAM Technical Training Specialist** **Vivo is looking for a LATAM Technical Training Specialist!** Vivo is a leading global technology company committed to creating trendsetting smart mobile products and services. Vivo is devoted to forming a vibrant mobile internet ecosystem, and currently owns and operates an extensive network of research operations...

  • Mobile Developer with Css

    hace 2 semanas

    Tlahuac, México VTekis Consulting LLP A tiempo completo

    **Company Description**VTekis Consulting LLC provides complete solutions for Staff Agumentation, Recruitment Process Outsourcing, Contract Hiring, Direct Hire and Outsourced Solutions. Our goal is to deliver quality professional services to our clients not just to find someone to do a job, we match the right professional for your staffing needs and earning...

  • QA Engineer

    hace 2 semanas

    Tlahuac, México PayPal A tiempo completo

    Mandatory to be in Mexico City or within a 100km radius as this is a hybrid position that required to commute to our Mexico City office.At PayPal (NASDAQ: PYPL), we believe that every person has the right to participate fully in the global economy. Our mission is to democratize financial services to ensure that everyone, regardless of background or economic...

  • Insurance and Claims Administrative

    hace 1 semana

    Tlahuac, México Inter-Con Security Systems A tiempo completo

    **Overview** Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard...

  • Insurance and Claims Administrative

    hace 6 días

    Tlahuac, México Inter-Con Security Systems A tiempo completo

    **Overview**Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms.Inter-Con...