JobPosting
title: Special Sales Wealth Insurance RBWM
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. Key Responsibilities: Collaborate with Premier RM Retail Direct advisors to identify prospects interested in savings, retirement, or protection solutions. Conduct face-to-face meetings with clients to detect needs and make sales. Assist Premier RM Retail Direct advisors in identifying potential clients who could benefit from protection, savings, or retirement conversations. Help close sales in-branch when visiting Premier RM Retail Direct advisors. Identify and capture business opportunities in insurance with rapid follow-up of potential clients and campaigns based on analysis. Maintain a high rate of submissions to issuance (with rapid follow-up and efficient after-sales service). Promote professional sale of insurance products. Provide specialised advice on suitable insurance solutions to ensure Premier NRC clients' insurance and protection needs are satisfied. Establish effective working relationships with other branch teams and relevant partners to ensure a consistent approach and exceptional service standard. Drive satisfaction of multiple current NRC Insurance ETB clients' needs through direct sales campaigns and maturity campaigns. Build and maintain a positive team culture, ensuring quality commercial references and reference skills among team members, and contributing to product knowledge and skills exchange. Build relationships with relationship managers and clients. Support referrals to the branch when other client needs (wealth-related/non-insurance related) are identified. Identify and capture business opportunities from client referrals and provide referrals to non-bank relationship managers for onboarding. Manage individual insurance portfolio to ensure highest client satisfaction and persistence rate. Requirements: Solid experience in life insurance sales, endowment, retirement protection…
date posted: 2026-08-03T21:21:25.103Z
valid through: 2026-10-02T21:21:25.103Z
direct apply: false
occupational category: Sales
industry: Finance
skills: life insurance sales
skills: endowment
skills: retirement protection
skills: field recruitment
skills: face-to-face sales
skills: client needs identification
skills: consultative sales processes
skills: CNSF licence
skills: customer service
hiring organization: Intl Wealth & Premier Banking
job location: Place
  address: PostalAddress
    address locality: Guadalajara
    address region: Jalisco
    address country: MX
employment type: FULL_TIME