Spec Sls Wealth Insurance RBWM (Cuauhtemoc, Distrito Federal, MX, 06500)
HSBC
Mexico
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: high_schoolSkills: ["Customer service","Sales","Consultative selling","Client needs assessment","Relationship management"]Detect and develop prospects for savings, retirement, and protection solutions who don’t frequently visit the branch. Meet with clients to assess needs and lead consultative insurance sales, support closing in the branch, and manage client interactions at the office, home, or other agreed locations. Place wealth insurance and retirement products such as life insurance and personal retirement plans, coordinating client discovery, planning, and execution with a Monday–Saturday schedule.

