Wealth Insurance & Annuity Specialist
HSBC
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
HSBC is seeking a WPB Life Insurance and Annuity Specialist to provide best-in-class service to clients and families, working with wealth managers, private bankers, and tax advisors to tailor insurance solutions for estate planning and wealth preservation.
The role focuses on identifying new opportunities, managing client relationships, and delivering seamless insurance and banking services while meeting revenue goals and compliance standards.
Qualifications
- Bachelor's degree in Finance, Economics, Business or related field.
- Proven experience in Life Insurance and Annuity sales.
Responsibilities
- Serve as a primary point of contact for HSBC clients regarding insurance and wealth management needs.
- Develop and present individualized insurance proposals and client presentations.
- Build and manage relationships with advisors and clients to deliver integrated solutions.
- Collaborate with internal teams to ensure a seamless client experience.
- Monitor portfolios and banking activities to align with goals and risk tolerance.
- Track business development opportunities in CRM and support pipeline management.
Skills
Education
Tools
Job description
HSBC is seeking a WPB Life Insurance and Annuity Specialist to provide best-in-class service to clients and families, working with wealth managers, private bankers, and tax advisors to tailor insurance solutions for estate planning and wealth preservation.
The role focuses on identifying new opportunities, managing client relationships, and delivering seamless insurance and banking services while meeting revenue goals and compliance standards.
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