Spec Sls Wealth Insurance RBWM (Guadalajara, JAL, MX, 44630)

HSBC
Guadalajara
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Client-focused","Consultative selling","Sales process management","Teamwork","Customer relationship management"]

Promote HSBC insurance solutions that meet Premier clients’ savings, retirement, and protection needs, especially for clients who rarely visit branches. Partner with Premier RM Retail Direct to identify prospects, conduct in-person needs discovery and face-to-face selling, and support sales closure. Use analytic marketing programs and quick lead follow-up to drive emission, issuing rates, persistence, and client satisfaction while helping teams exchange product knowledge and referrals.

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FursaFursa
HSBC
HSBC
5 hours ago

Spec Sls Wealth Insurance RBWM (Guadalajara, JAL, MX, 44630)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Promote HSBC insurance solutions that meet Premier clients’ savings, retirement, and protection needs, especially for clients who rarely visit branches. Partner with Premier RM Retail Direct to identify prospects, conduct in-person needs discovery and face-to-face selling, and support sales closure. Use analytic marketing programs and quick lead follow-up to drive emission, issuing rates, persistence, and client satisfaction while helping teams exchange product knowledge and referrals.
Location: Guadalajara
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Trabajar con asesores Premier RM Retail Direct para detectar prospectos interesados en conversaciones sobre ahorro, retiro o protección.
  • •Realizar reuniones cara a cara con clientes para detectar necesidades y vender soluciones.
  • •Ayudar a identificar clientes potenciales para conversaciones de protección, ahorro y retiro, y apoyar el cierre de ventas en sucursal cuando visite a los asesores.
  • •Identificar y captar oportunidades de negocio en seguros mediante seguimiento rápido y campañas basadas en análisis, manteniendo alta tasa de envíos a emisión.
  • •Brindar asesoramiento especializado, gestionar la cartera de seguros individual y asegurar satisfacción y persistencia del cliente.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Sólida experiencia en ventas de seguros de vida, dotal, protección para el retiro (PPR) y captación en campo (mínimo deseable 2 años).
  • •Habilidad para realizar ventas cara a cara basadas en necesidades del cliente y detectar necesidades.
  • •Sólidas habilidades para gestionar el proceso de ventas consultivas.
  • •Revocar cédula CNSF y delegar cartera.
  • •Sólidas habilidades de atención al cliente con capacidad de brindar una experiencia excepcional y soluciones adaptadas.
Experience:InsuranceFinancial services
Skills:Client-focusedConsultative sellingSales process managementTeamworkCustomer relationship management
Licenses:CNSF

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn