Mobile Insurance Specialist

hace 7 meses

Cuauhtémoc, México HSBC A tiempo completo

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 the most significant contribution is expected to support Wealth´s Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC by serving customers outside the branch individually or in joint work with Relationship Manager.

Mobile Insurace Specialist is usually deployed to add value to the Wealth´s Relationship Managers on their daily activities and responsibilities at the regional level in more sophisticated products to Wealth customers.

Principal accountabilities:

Support Relationship Managers gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.  Assist Relationship Managers relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Relationship Managers in presenting and explaining solution(s) to client or conducting individually end to end sales processes on site (office, home or other locations requested by the clients). Commercial management to increase customer penetration in Wealth segment.  Give detailed tracking and registration of activity.  Promote professional sale of insurance products. Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled Training Relationship Managers on technical and practical skills through programed trainings when needed and improve Relationship Managers product specific technical knowledge by effective on-job coaching. Assist on client planned events Requirements Minimum of three years of working experience as a product specialist, life insurace 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 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  A solid understanding of global anti money laundering standards Team player with collaborative skills Knowledge of local and Group compliance regulations Specialisation in one or more product categories Structured Products /FX /Investments /Financial Planning /Savings /Retirement /Protection /Mortage etc. Good level of English for medium to advanced understanding and communication Excellent communication and interpersonal 

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 different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting 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”

  • Wealth Insurance Expert

    hace 1 mes

    Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Company OverviewHSBC is a leading global banking and financial services organization that provides a wide range of products and services to individuals, businesses, and institutions.Job DescriptionThe Mobile Insurance Specialist will play a key role in supporting Wealth Relationship Managers in identifying and delivering insurance solutions to customers. The...

  • Virtual Mobile Device Specialist

    hace 4 meses

    06500, Cuauhtémoc, CDMX, México SAP A tiempo completo

    **We help the world run better** **Meet the team**: Welcome to our dynamic and diverse team! We are a fully virtual team, spread across multiple continents, bringing together a wealth of expertise in mobile device management and support. **What you will do**: - Manage Mobile Device Fleet: Oversee and support a large mobile device fleet consisting of...

  • Solutions Specialist

    hace 4 meses

    Cuauhtémoc, CDMX, México IQOR A tiempo completo

    We are looking for your experience!!! iQor México, a leading company in the market in administrative collection processes, is looking for its next solutions Specialist. for one of our clients specialized freight shipping & logistics services. A Solutions Specialist will be required to obtain a maximum volume of profitable freight in his/her territory. The...

  • Tax Specialist

    hace 4 meses

    06500, Cuauhtémoc, CDMX, México Fiserv, Inc. A tiempo completo

    **Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

  • Safety Specialist

    hace 2 meses

    Cuauhtémoc, CDMX, México SSOE GROUP DE MEXICO A tiempo completo

    **Vacante para la empresa SSOE GROUP DE MEXICO en Leon, Gto -Cuauhtémoc, Ciudad de México**: Safety Engineer (HSE) - Edificios Corporativos **Why to choose SSOE?** **SSOE - The Best of Both Worlds** SSOE provides a supportive and dynamic work environment where employees can thrive both personally and professionally, combining the expertise and viewpoints...

  • Mexico Senior Financial Accounting Specialist

    hace 2 meses

    Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Role purpose** The main objective of the position is to lead the development, implementation, and optimization of Governance frameworks and operational process across financial controllers organizations. This insurance complies with regulatory standards enhancing operational efficiency and driving operational efficiency. **Main...

  • Technician, Euc Solutions Support

    hace 2 meses

    06500, Cuauhtémoc, CDMX, México Western Union A tiempo completo

    **Technician, EUC Solutions Support** Do you like helping others to solve technical issues? How about offering up your tech skills in a hugely successful business that is committed to moving money for better? Join Western Union as a Technical, EUC Solutions Support. **Western Union powers your pursuit.** **Role Responsibilities** - You will respond to...

  • Invesment Manager

    hace 4 semanas

    Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Investment Manager** **Role purpose** The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on...