- Toluca, Mexico State, Mexico
- Hybrid
- Full-time · Associate
- 2+ years
Mobile Insurance Specialist focused on promoting HSBC insurance solutions for wealth management (savings, retirement, investment) within the Premier segment using mobile sales models and analytical marketing.
Responsibilities
- Collaborate with Premier RM Retail Direct advisors to detect prospects interested in savings, retirement, or protection solutions.
- Attend clients in offices, business locations, branches, or other sites based on client availability.
- Conduct face-to-face meetings for needs analysis and sales.
- Assist advisors in identifying potential clients for protection, savings, and retirement conversations.
- Help with closing sales at branches when visiting advisors.