# Special Sales Wealth Insurance RBWM

**Company**: Intl Wealth & Premier Banking
**Location**: Guadalajara, Jalisco
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Sales
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612052929?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7ea9d0df-4f2

## 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 (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 delegating portfolio.

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

- In-depth knowledge of complex financial products and solutions, including financial markets, socioeconomic 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.

Benefits:

- Participation in sustainability/social responsibility programs.

- Discounts at over 9,000 establishments.

- Customised career plan.

- Additional paid leave for special occasions such as weddings, newborns, or bereavement.

## Skills

### Required
- life insurance sales
- endowment
- retirement protection
- field recruitment
- face-to-face sales
- client needs identification
- consultative sales processes
- CNSF licence
- customer service

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612052929?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)