Premier Insurance Specialist

Description

**Please note this job advertisement is only available in Spanish. To view the job, select ‘Español \- ES’ from the language selector in the page menu.** At **HSBC México**, we offer opportunities to build a professional career for individuals with an excellent service attitude, customer interaction skills, passion for sales, and ambition to develop as a **Premier Insurance Specialist**. **Responsibilities:** * Identify prospects who may be interested in Savings, Retirement, and/or Protection solutions but do not frequently visit branches. * The insurance specialist meets clients at their office, home, branch, or any other location according to client availability. * Conduct client meetings to complete the entire needs-assessment and sales process. * Support/supplement sales closing at the branch. **Requirements:** * Bachelor’s degree in Economics, Administration, or Finance. * Minimum 2 years of experience in service and/or customer service. * Minimum 2 years of sales experience; preferably in the financial sector. * Minimum 2 years of experience with Premier products and services. * Portfolio management experience. * Passion for sales. * Ability to identify client needs. * Solid experience in life insurance sales or field training (2 years), or in wealth management. * Client-centric sales capability. * Strong skills in managing consultative sales processes. * Experience and proficiency in selling the following products: Retirement, Legacy, Protection, Savings, Term Life Insurance, Endowment Insurance, Personal Retirement Plan. * Working hours: Monday to Saturday. **We Offer:** Direct employment by the Bank. Base salary, quarterly performance bonus, thirteenth-month pay, vacation premium, life insurance, major medical expense insurance, loans, discounts on Bank products, active participation in sustainability/corporate social responsibility programs, discounts at over 9,000 establishments, and a career development plan aligned with your aspirations. “HSBC expects our people to treat each other with dignity and respect, fostering an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what sets us apart: we value differences, advance together, take responsibility for our actions, exercise sound judgment, do the right thing, and make things happen.” “HSBC is committed to ensuring gender equality and providing continuous training for our employees, as well as protecting their labor and social rights.”.