Generador de Talento Mobile Insurance Specialist (MIS)

HSBC; Coahuila; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una importante institución financiera en Coahuila, México, busca un Generador de Talento Mobile Insurance Specialist para promover soluciones de seguros y aumentar la penetración en el segmento Premier. El candidato ideal deberá tener experiencia en ventas, habilidades de seguimiento y servicio al cliente, y la capacidad de establecer relaciones efectivas tanto con clientes como con otros equipos dentro de la organización.

Formación

• Experiencia en ventas de productos de seguros.
• Capacidad para establecer relaciones efectivas con clientes y compañeros.
• Habilidades de seguimiento y servicio post-venta.

Responsabilidades

• Identificar y capturar oportunidades de negocio de seguros a través de leads analíticos.
• Mantener una alta tasa de conversión en la presentación y emisión de pólizas.
• Promover la venta profesional de productos de seguros.

Descripción del empleo

Overview

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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.

Responsibilities

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
• Maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)
• Promote professional sale of insurance products
• Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Premier NRC customers are well fulfilled
• 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
• Drive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaigns
• 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 relationship with RMs and Clients
• Support referrals to the branch when other customer needs (wealth/ non-insurance) are identified
• Identify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customer
• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.