Specialist Sales Wealth Insurance RBWM

We are seeking a Specialist Sales Wealth Insurance RBWM to join our team at HSBC México. As a Specialist Sales Wealth Insurance RBWM, you will identify potential clients interested in savings, retirement, and protection solutions who do not frequently visit our branch.

Responsibilities:

• Detect prospects interested in savings, retirement, and protection solutions
• Attend to clients at their office, home, branch, or any other location according to client availability
• Conduct meetings with clients to detect needs and make sales
• Support closing sales at the branch

Requirements:

• Bachelor's degree in Economics, Administration, or Finance
• 2+ years of experience in customer service and/or attention
• 2+ years of experience in sales, preferably in the financial sector
• 2+ years of experience in Premier products and services
• Portfolio management experience
• Passion for sales
• Client needs detection
• Solid experience in life insurance sales or training in the field (2 years) or wealth management
• Sales capacity according to client needs
• Strong skills in managing consultative sales processes
• Experience and skill in placing the following products: Retirement, Legacy, Protection, Savings, Temporary Life Insurance, Endowment Insurance, Personal Retirement Plan
• Monday to Saturday work schedule

Benefits:

• Direct hiring by the Bank
• Base salary
• Quarterly bonus for performance
• Christmas bonus
• Vacation premium
• Life insurance
• Major medical expenses insurance
• Credits
• Discounts on Bank products
• Active participation in sustainability/social responsibility programs
• Discounts at over 9,000 establishments
• Career plan aligned with your aspirations