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About the Role

As a Wealth and Personal Banking (WPB) Life Insurance and Annuity Specialist, you will provide best-in-class service to HSBC clients and their families. You will collaborate with various professionals to deliver tailored insurance solutions supporting estate planning, wealth preservation, liquidity creation, and business planning. Your responsibilities include identifying new business opportunities, managing client relationships, and ensuring seamless delivery of insurance and banking services.

Responsibilities

Serve as a primary point of contact for HSBC clients regarding insurance and wealth management needs
Develop and present individualized insurance proposals, investment solutions, and client presentations
Build and manage trusted relationships with advisors and their clients
Collaborate with internal teams to deliver a seamless client experience
Educate business partners through ongoing training on the value of insurance offerings and opportunity identification
Track business development opportunities in CRM and support pipeline management
Monitor client portfolios and banking activities to ensure alignment with goals and risk tolerance
Prepare management reports and support special projects
Ensure all activities comply with regulatory requirements and internal policies
Escalate potential risks or compliance concerns promptly
Seek process improvements to enhance efficiency and client experience
Achieve insurance revenue goals

Requirements

Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent work experience)
Proven Experience in Life Insurance and Annuity Sales
Life license, FINRA Series 6, 63, 65 or 66 (in lieu of 63 and 65); Property & Casualty license and Series 7 a plus
Sales orientated with consultative sales and relationship management skills
Fluent in English; proficiency in Spanish, Portuguese, Cantonese, or Mandarin a plus.
Excellent analytical, organizational, and communication skills
Tech savvy with proficiency in MS Office (Excel, PowerPoint, Word); CRM experience a plus
High attention to detail, confidentiality, and client service excellence
Self-motivated with the ability to thrive in a high performance, client focused culture

Skills

Life Insurance and Annuity Sales
Consultative sales
Relationship management
MS Office (Excel, PowerPoint, Word)
CRM experience
Analytical skills
Organizational skills
Communication skills

Education Level

Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent work experience)

Benefits

Tailored professional development opportunities
Competitive pay and benefits package
Robust Wellness Hub
Welcoming and inclusive work environment
Employee Resource Groups

About the Company

HSBC is committed to employing only those who are authorized to work in the US.
We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.