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About the Role

Promote HSBC's insurance solutions to meet clients' wealth needs, focusing on savings, retirement, or investment. Increase insurance penetration within the Premier segment, particularly for clients with infrequent branch visits, through marketing analytics and RM recommendations. Serve clients based on their preferred times and locations using an accessible, mobile sales model.

Responsibilities

Collaborate with Premier RM Retail Direct advisors to identify prospects interested in savings, retirement, or protection solutions who do not frequently visit branches.
Attend to clients at their office, business, branch, or any other location based on their schedule availability.
Conduct face-to-face meetings with clients to identify needs and sell solutions.
Assist Premier RM Retail Direct advisors in identifying potential clients who could benefit from protection, savings, or retirement discussions.
Support branch sales closures when visiting Premier RM Retail Direct advisors.
Identify and capture insurance business opportunities with rapid follow-up on leads and analytics-based campaigns.
Maintain a high submission-to-issue rate through prompt follow-up and efficient post-sale service.
Promote the professional sale of insurance products.
Provide expert advice on suitable insurance solutions to meet the insurance and protection needs of Premier NRC clients.
Establish effective working relationships with other branch teams and relevant partners to ensure a consistent customer experience and exceptional service standard.
Drive the satisfaction of multiple needs of existing NRC Insurance ETB clients through direct sales and maturity campaigns.
Build and maintain a positive team culture, ensuring quality business referrals and cross-referral skills among team members, and contributing to product knowledge and skill sharing.
Build relationships with relationship managers and clients.
Support branch referrals when other client needs (wealth/non-insurance related) are identified.
Identify and capture business opportunities from client referrals and provide referrals to non-banking client relationship managers for onboarding.
Manage individual insurance portfolios to ensure the highest rate of client satisfaction and persistence.

Requirements

Minimum of 2 years of experience in sales of life insurance, endowment, retirement protection (PPR), and field acquisition.
Proficiency in face-to-face sales based on potential client needs.
Ability to identify client needs.
Strong skills in managing the consultative sales process.
Valid CNSF license and ability to delegate portfolio.
Excellent customer service skills with the ability to provide exceptional experiences and tailored solutions.
In-depth knowledge of complex financial solutions and products, including financial markets, socioeconomic dynamics, and regulatory requirements.
Extensive knowledge of the external market, market conditions, new product solutions, and current financial market activities.
Demonstrated ability and experience in correctly identifying client needs.
Strong skills in managing consultative sales processes.
Team player with collaboration skills.

Skills

Sales
Insurance Sales
Life Insurance
Endowment Insurance
Retirement Protection (PPR)
Field Acquisition
Face-to-face Sales
Needs Identification
Consultative Sales Process Management
Customer Service
Financial Product Knowledge
Market Knowledge
Collaboration

Location

Onsite

Work Type

Full-time

Experience Level

Minimum 2 years

Education Level

Valid CNSF license

Benefits

Participation in sustainability/social responsibility programs
Discounts at over 9,000 establishments
Tailored career plan
Extended paid leave for wedding, new family member, or bereavement
Focus on gender equality and employee training
Protection of labor and social rights

About the Company

HSBC is committed to building a culture where all employees and clients are valued, regardless of gender, age, sexual orientation, ethnicity, disability, religious beliefs, origin, or any other personal characteristic.
HSBC employees act with integrity and courage, standing firm in what is right.
We are trustworthy, share diverse ideas and cultures, and connect with clients, the community, regulators, and each other.
At HSBC, we focus on ensuring gender equality and continuous training for our employees, as well as protecting their labor and social rights.
HSBC offers employees more days off for significant life events such as weddings, welcoming a new family member, or mourning the loss of a family member. Our paid leave package is a leader in Mexico, promoting a culture of well-being, balance, and care.

Equal Opportunity

HSBC is committed to building a culture where all employees and clients are valued, regardless of gender, age, sexual orientation, ethnicity, disability, religious beliefs, origin, or any other personal characteristic.
At HSBC, we focus on ensuring gender equality and continuous training for our employees, as well as protecting their labor and social rights.