Mobile Insurance Specialist, HSBC

Mobile Insurance Specialist

HSBC

Ubicación:
Mexico, Merida

Categoría:
Seguro

Tipo de contrato:
No proporcionado

Salario:

No proporcionado

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Descripción del trabajo:

Promote HSBC insurance solutions to match customer's wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don't visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.

Responsabilidades:

Promote HSBC insurance solutions to match customer's wealth needs (in particular Savings, Retirement and Investment)
Increase insurance penetration through Premier segment
Deliver customer needs in line with customer timing and location preferences
Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
Maintain a high level of submitted-to-issued ratio
Provide specialist advice on appropriate insurance solutions
Establish effective working relationships with other teams within the Branch
Drive multiple-need fulfilment for existing NRC Insurance ETB customers
Build and maintain a positive team culture
Support referrals to the branch when other customer needs are identified
Manage individual insurance portfolio to ensure customer satisfaction and persistency

Requisitos:

Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
Team player with collaborative skills

Lo que ofrecemos:

Base salary
Performance bonus
Holiday bonus
Life insurance
Major medical expenses insurance
Credits
Discounts on bank products
Active participation in sustainability/social responsibility programs
Discounts in more than 9,000 establishments
Career plan according to your aspirations
Extended paid leave package

Información adicional:

Oferta publicada:
13 de septiembre de 2025

Expiración:
28 de octubre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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