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job description
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generador de talento mobile insurance specialist (mis)
role purpose: promote hsbc insurance solutions to match customer’s wealth needs (in particular savings, retirement, and investment), and increase insurance penetration through premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and rm referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.
principal accountabilities:
1. identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
2. maintain a high level of submitted-to-issued ratio (with prompt follow-up and after-sales service)
3. promote professional sale of insurance products
4. provide specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of premier nrc customers are well fulfilled
5. establish effective working relationships with other teams within the branch, and other relevant partners that impact client’s experience of hsbc; in order to ensure a consistent approach and application of outstanding service standard
6. drive multiple-need fulfilment for existing nrc insurance etb customers through cross-sell and maturity campaigns
7. build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Build relationships with rms and clients
8. support referrals to the branch when other customer needs (wealth/non-insurance) are identified
9. identify and capture business opportunities from customer referrals and provide referral leads to rms from non-bank customers to onboard the customer
10. manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.
requirements
* 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 relevant regulatory requirements
* extensive external market awareness of market conditions, new product solutions, and current financial market activities
* ability and experience to correctly identify client needs
* solid skills to manage consultative sales process
* team player with collaborative skills
we offer direct hiring by the bank, base salary, 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.
at hsbc, we are committed to building a culture where all employees and customers are valued regardless of gender, age, sexual orientation, ethnicity, disability, religious belief, background, or any other personal aspect.
hsbc employees act with integrity and courage, standing firm in what is right. We are trustworthy, embrace diverse ideas and cultures, and stay connected with customers, the community, regulators, and each other.
we focus on guaranteeing gender equality, continuous training, and protecting labor and social rights.
our paid leave policy is among the best in mexico, allowing colleagues to enjoy significant time off for personal milestones or family needs.
seniority level
* not applicable
employment type
* full-time
job function
* human resources
industries
* banking, financial services, and investment banking
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