# Spec Sls Wealth Insurance RBWM

**Company**: Intl Wealth & Premier Banking
**Location**: Toluca, Mexico State
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612615319?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/spec-sls-wealth-insurance-rbwm-59a74ee7-1d2/

## Description

We are seeking a Mobile Insurance Specialist to promote HSBC's insurance solutions to high net worth clients, focusing on Premier clients who rarely visit branches.

As a Mobile Insurance Specialist, you will work closely with Premier RM Retail Direct advisors to identify prospects interested in discussing savings, retirement, or protection solutions.

Key responsibilities:

- Conduct face-to-face meetings with clients to detect needs and make sales

- Help Premier RM Retail Direct advisors identify potential clients who could benefit from protection, savings, or retirement conversations

- Assist in closing sales at branches when visiting Premier RM Retail Direct advisors

- Identify and capture business opportunities in insurance with rapid follow-up of potential clients and analysis-based campaigns

- Maintain a high rate of submissions to issuance with rapid follow-up and efficient after-sales service

- Promote professional sales of insurance products

- Provide specialised advice on insurance solutions suitable for Premier NRC clients

- Establish effective working relationships with other branch teams and relevant partners to ensure a consistent approach and exceptional service standards

Requirements:

- Solid experience in life insurance sales, endowment, retirement protection (PPR), and field recruitment (at least 2 years desirable)

- Face-to-face sales skills based on potential client needs

- Ability to identify client needs

- Strong skills in managing consultative sales processes

- Valid CNSF licence and portfolio delegation

- Strong customer service skills with the ability to provide an exceptional experience and tailored solutions

- In-depth knowledge of complex financial solutions and products, including financial markets, socio-economic dynamics, and relevant regulatory requirements

- Broad knowledge of the external market, market conditions, new product solutions, and understanding of current financial market activities

- Demonstrated ability and experience to correctly identify client needs

- Strong skills in managing consultative sales processes

- Team player with collaboration skills

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## Skills

### Required
- life insurance sales
- endowment sales
- retirement protection sales
- field recruitment
- face-to-face sales
- client needs identification
- consultative sales processes
- customer service
- financial markets knowledge
- socio-economic dynamics knowledge
- regulatory requirements knowledge

### Nice to have
- Spanish

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612615319?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)