Mobile Insurance Specialist (Ciudad Juarez, CHH, MX, 32315)

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

Promote HSBC insurance solutions for clients’ savings, retirement, and protection needs—especially Premier clients who rarely visit branches—using analytics-driven opportunities, marketing programs, and RM recommendations. Partner with Premier RM Retail Direct advisors to identify prospects, conduct in-person needs assessments and sales, support protection conversations, manage the insurance portfolio for customer satisfaction and persistence, and maintain high-quality post-sale follow-up.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
8 hours ago

Mobile Insurance Specialist (Ciudad Juarez, CHH, MX, 32315)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Promote HSBC insurance solutions for clients’ savings, retirement, and protection needs—especially Premier clients who rarely visit branches—using analytics-driven opportunities, marketing programs, and RM recommendations. Partner with Premier RM Retail Direct advisors to identify prospects, conduct in-person needs assessments and sales, support protection conversations, manage the insurance portfolio for customer satisfaction and persistence, and maintain high-quality post-sale follow-up.
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 identify prospects for savings, retirement, and protection solutions who rarely visit the branch.
  • •Conduct in-person client meetings to detect needs and execute sales.
  • •Generate and capture insurance business opportunities with fast follow-up and analytics-based campaigns.
  • •Maintain a high rate of submissions to issuance and provide efficient post-sale service.
  • •Advise Premier NRC insurance customers and manage the individual insurance portfolio to maximize satisfaction and persistence.

Pay and Benefits

Perks:Annual BonusPaid LeaveLife InsuranceHealth InsuranceGym MembershipRetirementLoan Discounts

Key Requirements

  • •2+ years of experience in selling life insurance, endowment, retirement protection (PPR), and field prospecting.
  • •Ability to perform needs-based face-to-face selling.
  • •Strong ability to identify customer needs and conduct consultative sales processes.
  • •Deep knowledge of complex financial solutions, including relevant regulatory requirements.
  • •Customer service skills and ability to collaborate as a team.
Experience:2+ yearsInsurance sales
Skills:Consultative sellingCustomer needs assessmentCustomer serviceTeamworkRelationship building
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