Mobile Insurance Specialist, HSBC

HSBC

Location:
Mexico, Monterrey

Category:
Insurance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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 (with prompt follow up and after-sales service)
Promote professional sale of insurance products
Provide specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of Premier NRC customers are well fulfilled
Establish effective working relationships with other teams within the Branch, and other relevant partners that impact client’s experience of HSBC
Drive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaigns
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
Build relationship with RMs and Clients
Support referrals to the branch when other customer needs (wealth/non-insurance) are identified
Identify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customer
Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency

Requirements:

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, social-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

What we offer:

Direct hiring by the bank
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

Additional Information:

Job Posted:
September 23, 2025

Expiration:
October 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Mobile Insurance Specialist

HSBC

Location:Mexico, Monterrey

Category:Insurance

Contract Type:Employment contract