Insurance Solutions Specialist — Premier Client Focus

Hsbc; Puebla de Zaragoza; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A leading financial institution in Puebla, Mexico is seeking a Mobile Insurance Specialist. This role involves promoting insurance solutions and ensuring customer needs are met, especially for clients who rarely visit branches. Ideal candidates will have strong client skills, extensive knowledge of financial products, and the ability to develop positive team dynamics. The position offers competitive benefits including direct hiring, salary, bonuses, and insurance programs.

Servicios

Performance bonus

Holiday bonus

Life insurance

Major medical expenses insurance

Career plan

Formación

• Strong client skills with the ability to deliver a strong client experience.
• Deep knowledge of complex financial solutions and products.
• Extensive external market awareness of market conditions.
• Demonstrated ability to correctly identify client needs.
• Solid skills to manage a consultative sales process.

Responsabilidades

• Identify and capture insurance business opportunities.
• Promote the professional sale of insurance products.
• Provide specialist advice on appropriate insurance solutions.
• Establish effective working relationships with other teams.
• Manage individual insurance portfolio for customer satisfaction.

Conocimientos

Client skills

Knowledge of financial solutions

Market awareness

Sales process management

Collaborative skills

Descripción del empleo

A leading financial institution in Puebla, Mexico is seeking a Mobile Insurance Specialist. This role involves promoting insurance solutions and ensuring customer needs are met, especially for clients who rarely visit branches. Ideal candidates will have strong client skills, extensive knowledge of financial products, and the ability to develop positive team dynamics. The position offers competitive benefits including direct hiring, salary, bonuses, and insurance programs.