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especialista en seguros (mobile insurance specialists) – hsbc méxico
we offer opportunities to develop a professional career for people with excellent service attitude, client interaction, sales interest, and a vision to grow as a especialista en seguros.
responsibilities
* detect prospects who may be interested in solutions for savings, retirement and/or protection and who do not visit the branch frequently
* the insurance specialist attends to clients in their office, home, or branch or any other location according to the client’s availability
* meetings with the client to carry out the full process of needs discovery and sale
* assist/ support in closing sales at the branch
requirements
* bachelor's degree in economics, administration or finance
* experience in service and/or customer care, minimum 2 years
* experience in sales, minimum 2 years, preferably in the financial sector
* experience in premier products and services, minimum 2 years
* account portfolio management
* passion for sales
* ability to identify customer needs
* solid experience in life insurance sales or field training (2 years) or wealth management
* sales capacity aligned to customer needs
* strong skills for managing the consultative sales process
* experience placing products such as retirement, legacy, protection, savings, term life, endowment, personal retirement plan
* hours: monday to saturday
offer
direct employment by the bank. Base salary, quarterly performance bonus, annual bonus, life insurance, comprehensive medical insurance, credits, discounts on bank products, active participation in sustainability/ corporate social responsibility programs, discounts at 9,000+ establishments, and a career plan aligned to your aspirations.
we value diversity and are committed to equal opportunity and fair treatment for all employees. Our values define who we are and what sets us apart: we value difference, move forward together, take responsibility, use good judgment, do what is right and make things happen. We are oriented to gender equality and ongoing employee development, as well as protection of labor and social rights.
seniority level
* not applicable
employment type
* full-time
job function
* other
industries
* banking, financial services, and investment banking
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