Spec Sls Wealth Insurance RBWM (Guadalajara, JAL, MX, 44630)

HSBC
Guadalajara
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Consultative selling","Customer needs assessment","Relationship building","Teamwork","Customer service"]

Promote HSBC insurance solutions to meet Premier clients’ wealth needs, especially those who don’t frequently visit branches. Partner with Premier RM Retail Direct advisors to identify prospects and run face-to-face needs assessments and consultative selling for savings, retirement, and protection. Capture insurance opportunities with quick lead follow-up and analytics-based campaigns, maintain emission follow-through, and manage an individual insurance portfolio to drive customer satisfaction and persistence.

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FursaFursa
HSBC
HSBC
1 day ago

Spec Sls Wealth Insurance RBWM (Guadalajara, JAL, MX, 44630)

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Last checked: 4 hours agoStatus: Live

Job Summary

Promote HSBC insurance solutions to meet Premier clients’ wealth needs, especially those who don’t frequently visit branches. Partner with Premier RM Retail Direct advisors to identify prospects and run face-to-face needs assessments and consultative selling for savings, retirement, and protection. Capture insurance opportunities with quick lead follow-up and analytics-based campaigns, maintain emission follow-through, and manage an individual insurance portfolio to drive customer satisfaction and persistence.
Location: Guadalajara
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 interested in savings, retirement, or protection solutions who don’t visit branches frequently.
  • •Meet clients face to face to detect needs and conduct sales.
  • •Help advisors identify potential clients who may benefit from protection, savings, or retirement conversations.
  • •Identify and capture insurance business opportunities with fast lead follow-up and analytics-based campaigns.
  • •Maintain high submission-to-issue rates with quick follow-up and efficient post-sales service.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Solid experience in life insurance, endowment, retirement protection (PPR), and field sales (minimum desirable 2 years).
  • •Ability to perform face-to-face selling based on the potential client’s needs.
  • •Ability to identify customer needs and provide specialized insurance advice.
  • •Strong skills to manage a consultative sales process and close sales.
  • •Ability to revoke CNSF license and delegate/handle a portfolio.
Experience:InsuranceFinancial servicesWealth management
Skills:Consultative sellingCustomer needs assessmentRelationship buildingTeamworkCustomer service
Licenses:CNSF cédula

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