Performance Specialist

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

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.

Responsibilities

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns.
• Maintain a high submitted‑to‑issued ratio with timely follow‑up and after‑sales service.
• Promote the 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 partners that impact the client’s experience of HSBC.
• Drive multiple‑need fulfilment for existing NRC Insurance ETB customers through x‑sell and maturity campaigns.
• Build and maintain a positive team culture by ensuring quality business referrals, referral skills, product knowledge sharing.
• Build relationships 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.

Qualifications & Skills

• Strong client skills with the ability to deliver a strong client experience and provide needs‑based solutions.
• Deep knowledge of complex financial solutions and products, including knowledge of financial markets, socio‑economic dynamics, and regulatory requirements relevant to the products.
• Extensive external market awareness of market conditions, new product solutions, and understanding of current financial market activities.
• Demonstrated ability and experience to correctly identify client needs.
• Solid skills to manage a consultative sales process.
• Team player with collaborative skills.

Benefits & Compensation

We offer direct hiring by the bank, base salary, performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability / social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations.

EEO Statement

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect. HSBC employees act by showing integrity with courage, standing firm in what is right.

We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other. At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

Work‑Life Balance

At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well‑being, balance and care.