Especialista en Seguros Wealth Veracruz/Villahermosa (Boca del Rio, VER, MX, 94299)

HSBC
Mexico
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Client relationship","Consultative selling","Communication","Interpersonal skills","Collaboration"]

Specialize in wealth insurance solutions and provide technical expertise to support Wealth Relationship Managers. You’ll help uncover client needs, analyze and recommend appropriate insurance/protection products, and assist with presenting solutions or completing end-to-end sales on client requests across locations. Drive customer penetration in the Wealth segment through consultative, needs-based selling, maintain detailed activity tracking, and coach Relationship Managers through technical training and on-job guidance.

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FursaFursa
HSBC
HSBC
3 hours ago

Especialista en Seguros Wealth Veracruz/Villahermosa (Boca del Rio, VER, MX, 94299)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Specialize in wealth insurance solutions and provide technical expertise to support Wealth Relationship Managers. You’ll help uncover client needs, analyze and recommend appropriate insurance/protection products, and assist with presenting solutions or completing end-to-end sales on client requests across locations. Drive customer penetration in the Wealth segment through consultative, needs-based selling, maintain detailed activity tracking, and coach Relationship Managers through technical training and on-job guidance.
Location: Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Support Wealth Relationship Managers by increasing client trust and improving the effectiveness and quality of needs fulfilled for target clients.
  • •Identify and uncover client needs, conduct technical analysis, and help present and explain insurance solution(s) or run end-to-end sales on site.
  • •Drive commercial management to increase customer penetration in the Wealth segment and promote professional sale of insurance products.
  • •Provide specialist advice on appropriate insurance solutions to meet Wealth customers’ insurance/protection needs.
  • •Track and register activities, train Relationship Managers through technical programs and on-job coaching, and assist on client planned events.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Minimum three years of experience as a product specialist, life insurance agent, or financial advisor.
  • •Strong client skills with the ability to deliver needs-based solutions and a strong client experience.
  • •Deep knowledge of complex financial solutions/products (e.g., markets, socio-economic dynamics, and relevant regulatory requirements).
  • •Extensive awareness of external market conditions, new product solutions, and current financial market activities.
  • •Solid ability to identify client needs and manage a consultative sales process.
Skills:Client relationshipConsultative sellingCommunicationInterpersonal skillsCollaboration
Languages:English

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