Wealth & Insurance Advisor – Life & Annuities

HSBC; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay and benefits package

Access to wellness hub and wellness programs

Volunteerism policy with matching gift program

Employee resource groups for networking

Job summary

HSBC is seeking a Wealth and Personal Banking Life Insurance and Annuity Specialist to provide best-in-class services to clients. In this pivotal role, you will develop individualized insurance proposals while collaborating with wealth relationship managers and advisors, ensuring a seamless client experience.

The ideal candidate will have a bachelor’s degree in a relevant field, proven experience in life insurance sales, and excellent analytical as well as communication skills. A competitive pay and comprehensive benefits package are offered.

Qualifications

• Proven experience in life insurance and annuity sales.
• Life license and relevant FINRA licenses preferred.
• Fluent in English; proficiency in additional languages a plus.

Responsibilities

• Serve as the primary point of contact for insurance and wealth management needs.
• Develop individualized insurance proposals and investment solutions.
• Collaborate with internal teams to deliver a seamless client experience.

Skills

Consultative sales and relationship-management skills

Analytical skills

Organizational skills

Communication skills

Tech savvy

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

MS Office (Excel, PowerPoint, Word)

Customer Relationship Management (CRM)

Job description

HSBC is seeking a Wealth and Personal Banking Life Insurance and Annuity Specialist to provide best-in-class services to clients. In this pivotal role, you will develop individualized insurance proposals while collaborating with wealth relationship managers and advisors, ensuring a seamless client experience.

The ideal candidate will have a bachelor’s degree in a relevant field, proven experience in life insurance sales, and excellent analytical as well as communication skills. A competitive pay and comprehensive benefits package are offered.