Spec Sls Wealth Insurance RBWM (Villahermosa, TAB, MX, 86035)

HSBC
Mexico
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 2+ yearsSkills: ["Consultative selling","Customer service","Relationship building","Teamwork","Collaboration","Lead management"]

Promote HSBC insurance solutions to meet Premier clients’ wealth needs (savings, retirement, and protection), increasing insurance penetration through Premier and RM-driven recommendations. Partner with Premier RM Retail Direct advisors to identify prospects, conduct in-person discovery and sales meetings, and support sales closures. Track leads and campaigns using analytics, maintain strong issue-to-issuance and post-sales service, and build cross-team relationships to improve client satisfaction, retention, and persistence.

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FursaFursa
HSBC
HSBC
4 hours ago

Spec Sls Wealth Insurance RBWM (Villahermosa, TAB, MX, 86035)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Promote HSBC insurance solutions to meet Premier clients’ wealth needs (savings, retirement, and protection), increasing insurance penetration through Premier and RM-driven recommendations. Partner with Premier RM Retail Direct advisors to identify prospects, conduct in-person discovery and sales meetings, and support sales closures. Track leads and campaigns using analytics, maintain strong issue-to-issuance and post-sales service, and build cross-team relationships to improve client satisfaction, retention, and persistence.
Location: Mexico
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 ahorro, retiro o protección que no visitan frecuentemente la sucursal.
  • •Realizar reuniones cara a cara para detectar necesidades y concretar ventas.
  • •Ayudar a identificar clientes potenciales para conversaciones sobre protección, ahorro y retiro.
  • •Identificar, captar y dar seguimiento rápido a oportunidades de negocio; impulsar campañas basadas en análisis.
  • •Mantener alta tasa de envíos a emisión, dar seguimiento y asegurar servicio posventa eficiente; gestionar cartera para satisfacción y persistencia del cliente.

Pay and Benefits

Perks:Life InsuranceHealth InsuranceAnnual BonusPaid LeaveGym MembershipPension

Key Requirements

  • •2+ años de experiencia en ventas de seguros de vida, dotal y protección para el retiro (PPR) con captación en campo.
  • •Habilidad para realizar ventas cara a cara basadas en necesidades del cliente potencial e identificar necesidades.
  • •Sólidas habilidades para gestionar el proceso de ventas consultivas.
  • •Conocimiento profundo de soluciones y productos financieros complejos, incluyendo mercados financieros y requisitos regulatorios aplicables.
  • •Habilidades de atención al cliente para brindar una experiencia excepcional y soluciones adaptadas, con trabajo en equipo y colaboración.
Experience:2+ years
Skills:Consultative sellingCustomer serviceRelationship buildingTeamworkCollaborationLead management
Licenses:Revocar cédula CNSFDelegar cartera

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