Spec Sls Wealth Insurance RBWM (Ciudad Obregon, SON, MX, 85000)

HSBC
Mexico
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Teamwork","Collaboration","Customer focus","Consultative selling","Relationship building"]

Promote HSBC insurance solutions to meet Premier clients’ wealth needs—saving, retirement, and protection—especially for customers who rarely visit branches. Identify prospects with Premier RM Retail Direct advisors, conduct in-person needs assessments, and support consultative sales and deal closures. Drive referrals and manage an individual insurance portfolio to maximize satisfaction, emission rates, and persistence through analytics-driven campaigns and responsive mobile engagement.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

Spec Sls Wealth Insurance RBWM (Ciudad Obregon, SON, MX, 85000)

✓ Verified Job

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 5 months ago

Job Summary

Promote HSBC insurance solutions to meet Premier clients’ wealth needs—saving, retirement, and protection—especially for customers who rarely visit branches. Identify prospects with Premier RM Retail Direct advisors, conduct in-person needs assessments, and support consultative sales and deal closures. Drive referrals and manage an individual insurance portfolio to maximize satisfaction, emission rates, and persistence through analytics-driven campaigns and responsive mobile engagement.
Location: Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Work with Premier RM Retail Direct advisors to detect prospects interested in conversations about savings, retirement, and protection solutions.
  • •Conduct in-person meetings with clients to assess needs and sell solutions.
  • •Identify and capture insurance business opportunities with rapid follow-up and analytics-based campaigns.
  • •Maintain high submission-to-issuance rates with quick tracking and efficient post-sale service.
  • •Provide specialized guidance on appropriate insurance solutions and support referrals from branch and other customer needs.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Minimum desired 2 years of experience selling life insurance, endowment/dotal, retirement protection (PPR), and field prospecting.
  • •Strong consultative, needs-based face-to-face selling skills.
  • •Ability to identify customer needs and manage the consultative sales process.
  • •Customer service skills to provide an exceptional experience and solutions tailored to clients’ needs.
  • •Revocar cédula CNSF y delegar cartera (revocation/delegation requirement mentioned in the role).
Experience:InsuranceRetail bankingPremier
Skills:TeamworkCollaborationCustomer focusConsultative sellingRelationship building
Licenses:CNSF
Languages:Spanish

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