Wealth Insurance Solutions Specialist

HSBC; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global financial institution in Mexico City is seeking a Mobile Insurance Specialist to enhance Wealth Relationship Managers' effectiveness and client trust. This role involves providing expert insurance solutions, supporting consultative sales processes, and training staff on product knowledge. The ideal candidate has at least three years of experience, strong client management skills, and a solid understanding of financial solutions and regulations.

Formación

• Minimum of three years as a product specialist, life insurance agent or financial advisor.
• Deep knowledge of complex financial solutions and products.
• Solid understanding of global anti-money laundering standards.

Responsabilidades

• Support Relationship Managers gain client trust and effective needs fulfillment.
• Commercial management to increase Wealth segment penetration.
• Promote professional sale of insurance products.

Conocimientos

Client management skills

Consultative sales process management

Strong communication skills

Knowledge of financial markets

Collaborative skills

Advanced English communication

Descripción del empleo

A global financial institution in Mexico City is seeking a Mobile Insurance Specialist to enhance Wealth Relationship Managers' effectiveness and client trust. This role involves providing expert insurance solutions, supporting consultative sales processes, and training staff on product knowledge. The ideal candidate has at least three years of experience, strong client management skills, and a solid understanding of financial solutions and regulations.