Wealth and Personal Banking Life Insurance and Annuity Specialist (New York, NY, US, 10001)

HSBC
New York
Workplace: HybridFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Presentation","Relationship management","Analytical","Sales"]

Join HSBC as a WPB Life Insurance and Annuity Specialist, collaborating with wealth managers and internal partners to deliver tailored insurance and wealth solutions. You will identify new opportunities, manage client relationships, present proposals, and ensure compliant, seamless delivery of insurance and banking services within a high-performance wealth management team.

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HSBC
HSBC
4 months ago

Wealth and Personal Banking Life Insurance and Annuity Specialist (New York, NY, US, 10001)

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Job Summary

Join HSBC as a WPB Life Insurance and Annuity Specialist, collaborating with wealth managers and internal partners to deliver tailored insurance and wealth solutions. You will identify new opportunities, manage client relationships, present proposals, and ensure compliant, seamless delivery of insurance and banking services within a high-performance wealth management team.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Serve as a primary point of contact for HSBC clients regarding insurance and wealth management needs
  • •Develop and present individualized insurance proposals, investment solutions, and client presentations
  • •Build and manage trusted relationships with advisors and their clients
  • •Collaborate with internal teams (wealth planners, investment specialists, credit, trust, operations) to deliver a seamless client experience
  • •Educate business partners through ongoing training, on the value of the full suite of insurance offerings and the identification of insurance opportunities

Key Requirements

  • •Bachelor's degree in Finance, Economics, Business, or related field (or equivalent work experience)
  • •Proven Experience in Life Insurance and Annuity Sales
  • •Life license, FINRA Series 6, 63, 65 or 66 (in lieu of 63 and 65); Property & Casualty license and Series 7 a plus
  • •Sales orientated with consultative sales and relationship management skills
  • •Fluent in English; proficiency in Spanish, Portuguese, Cantonese, or Mandarin a plus
Experience:BankingWealth managementInsurance
Education:Bachelor's
Skills:CommunicationPresentationRelationship managementAnalyticalSales
Licenses:Life licenseFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 66Property & Casualty licenseSeries 7
Certifications:Life licenseFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 66Property & Casualty licenseSeries 7
Languages:EnglishSpanishPortugueseCantoneseMandarin
Tech Stack:CRMMS OfficeExcelPowerPointWord

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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