Mobile Insurance Specialist, HSBC

HSBC

Location:
Mexico, Cuauhtemoc

Category:
Insurance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Promote HSBC insurance solutions to match customer's wealth needs and increase insurance penetration through Premier segment, with focus on clients that don't visit branches often, through analytical and marketing program-driven sales leads and RM Referrals.

Job Responsibility:

Promote HSBC insurance solutions to match customer's wealth needs (in particular Savings, Retirement and Investment)
Increase insurance penetration through Premier segment with focus on clients that don't visit branches often
Deliver customer needs through outreach, mobile, and tablet-enabled sales model
Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
Maintain high submitted-to-issued ratio with prompt follow up and after-sales service
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 through x-sell and maturity campaigns
Build and maintain positive team culture
Support referrals to the branch when other customer needs are identified
Manage individual insurance portfolio to ensure 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, 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

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
Generous paid leave package

Additional Information:

Job Posted:
September 20, 2025

Expiration:
November 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mobile Insurance Specialist

HSBC

Location:Mexico, Cuauhtemoc

Category:Insurance

Contract Type:Not provided