Especialista en Seguros Wealth-Veracruz (Boca del Rio, VER, MX, 94299)

HSBC
Mexico
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Client focus","Consultative sales","Compliance awareness","Communication","Team collaboration"]

Specialist role within the Wealth sales force focused on insurance solutions. You’ll act as a technical expert across complex product categories (e.g., structured products, investment, financial planning, retirement, protection, mortgage) to support Wealth Relationship Managers. Partner with Relationship Managers or conduct end-to-end sales on client needs, provide specialist advice, track activity, and promote professional insurance sales through training and on-job coaching.

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FursaFursa
HSBC
HSBC
4 hours ago

Especialista en Seguros Wealth-Veracruz (Boca del Rio, VER, MX, 94299)

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Last checked: 4 hours agoStatus: Live

Job Summary

Specialist role within the Wealth sales force focused on insurance solutions. You’ll act as a technical expert across complex product categories (e.g., structured products, investment, financial planning, retirement, protection, mortgage) to support Wealth Relationship Managers. Partner with Relationship Managers or conduct end-to-end sales on client needs, provide specialist advice, track activity, and promote professional insurance sales through training and on-job coaching.
Location: Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Support Relationship Managers in building client trust and increasing the effectiveness and quality of needs fulfilled for target clients.
  • •Identify and uncover client needs, perform technical analysis, and assist in presenting/explaining insurance solutions or conduct end-to-end sales with clients.
  • •Drive commercial management to increase customer penetration in the Wealth segment and ensure detailed tracking/registration of activity.
  • •Provide specialist advice on appropriate insurance/protection solutions so customer needs are well fulfilled.
  • •Train Relationship Managers through programmed trainings and on-job coaching to improve product-specific technical knowledge.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Minimum three years of experience as a product specialist, life insurance agent, or financial advisor.
  • •Strong client skills to deliver needs-based solutions and a strong client experience.
  • •Deep knowledge of complex financial solutions and products, including relevant financial markets and regulatory requirements.
  • •Extensive awareness of market conditions, new product solutions, and current financial market activities.
  • •Demonstrated ability to identify client needs and manage a consultative sales process; solid understanding of global anti money laundering standards.
Skills:Client focusConsultative salesCompliance awarenessCommunicationTeam collaboration
Languages:EnglishSpanish

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