Empleo
Mis anuncios
Mis alertas
Conectarse
Encontrar un trabajo Tips empleo Fichas empresas
Buscar

Financial services specialist

Tuxtla Gutiérrez, Chis
beBeeInsurance
Publicada el 27 noviembre
Descripción

Job summary:

we are seeking a skilled and experienced mobile insurance specialist to join our team. This is an exciting opportunity for a professional who can promote insurance solutions to match customers' wealth needs and increase insurance penetration through premier segment.

key responsibilities:

promote hsbc insurance solutions to meet customer needs, particularly in savings, retirement, and investment

identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns

maintain a high level of submitted-to-issued ratio with prompt follow-up and after-sales service

provide specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of premier nrc customers are well fulfilled

establish effective working relationships with other teams within the branch and other relevant partners to ensure a consistent approach and application of outstanding service standards

* strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
* deep knowledge of specific complex financial solutions and products, including knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products
* extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
* demonstrated ability and experience to correctly identify client needs
* solid skills to manage consultative sales process
* team player with collaborative skills

requirements:

the ideal candidate will have:

* at least 2 years of experience in a similar role
* strong communication and interpersonal skills
* ability to work under pressure and meet deadlines
* proficiency in ms office and crm systems

what we offer:

a competitive salary package, performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability/social responsibility programs, discounts in more than 9,000 establishments, and a career plan according to your aspirations

why choose us:

at hsbc, we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background, or any other different personal aspect

hsbc employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, show different ideas and cultures, and are connected with customers, the community, regulators, and each other

equal opportunities employer

Aplicar
Crear una alerta
Alerta activada
Guardada
Guardar
Ofertas similares
Empleo Tuxtla Gutiérrez, Chis
Empleo Chiapas
Inicio > Empleo > Financial services specialist

Jobijoba

  • Tips empleo
  • Opiniones Empresas

Ofertas de empleo

  • Ofertas de empleo por ocupaciones
  • Búsqueda de empleo por categorías
  • Empleos por empresas
  • Empleos para localidad

Contacto / Asociados

  • Contacto
  • Publique sus ofertas en Jobijoba

Menciones legales - Términos y condiciones de uso - Política de Privacidad - Gestionar mis cookies - Accesibilidad: No conforme

© 2025 Jobijoba - Todos los derechos reservados

Aplicar
Crear una alerta
Alerta activada
Guardada
Guardar