Spec Sls Wealth Insurance RBWM

Description

At **HSBC México**, we offer opportunities to build a professional career for individuals with an outstanding service attitude, strong client interaction skills, enthusiasm for sales, and a vision to develop as an **Insurance Specialist** **Key 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 the client’s availability * Conduct client meetings to carry out the full needs-assessment and sales process * Assist/support closing sales at the branch **Requirements:** * Bachelor’s degree in Economics, Administration, or Finance * Minimum 2 years of experience in customer service and/or client support * Minimum 2 years of sales experience, preferably within 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 bonus, vacation premium, life insurance, major medical expense insurance, loans, discounts on Bank products, active participation in sustainability/social responsibility programs, discounts at over 9,000 establishments, and a career development plan aligned with your aspirations. "At HSBC, we expect 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 diversity, advance together, hold ourselves accountable for our actions, exercise sound judgment, do the right thing, and make things happen." "At HSBC, we are committed to ensuring gender equality and providing continuous training to our employees, as well as protecting their labor and social rights."