20 publicaciones de empleo destacadas en principal financial group (¡Están contratando!)

Mobil Spec Wealth Insurance
HSBC Global Services Limited —Álvaro Obregón, CDMX
- Tiempo completo
- Español
- Experiencia en ventas
- Inglés
3d
Analista de Cartera
Daimler Truck North America —Cuajimalpa, CDMX
- Tiempo completo
- Microsoft Excel
- Gestión de inventario
- ERP systems
3d
Staff Strategic Program Manager, Santa Catarina (Monterrey Area)
Fictiv —Santa Catarina, N. L.
- Microsoft Excel
- Administración de personal
- PMP
Postulación rápida
5d
Specialist- Insights, level 2
Alexander Mann Solutions —Monterrey, N. L.
- Tiempo completo
- Análisis de datos
- Microsoft Office
- Mejora continua
New Generation Trainee
TD Synnex —Ex-Hacienda de Guadalupe Chimalistac, CDMX
- Tiempo completo
- Inglés
- Microsoft Office
- Capacidad analítica
9d
Area General Manager, Marriott Puerto Vallarta Resort & Spa
Marriott International, Inc —Puerto Vallarta, Jal.
- Tiempo completo
- Administración de personal
- Experiencia en ventas
- Licenciatura
Executive Health Host
BMI —Ciudad de México, CDMX
- Tiempo completo
Postulación rápida
Laboratory Engineer
Bosch Group —Ciudad Juárez, Chih.
- Tiempo completo
- Programa de referidos
Postulación rápida
Import/Export Analyst - Monterrey, México area
Fictiv —Santa Catarina, N. L.
- Español
- Microsoft Excel
- Inglés
Postulación rápida
Business Development
HSBC Global Services Limited —Cuauhtémoc, CDMX
- Tiempo completo
- Español
3d
Presales Engineer
TD Synnex —Benito Juárez, CDMX
- Tiempo completo
- Azure
- Inglés
- Habilidades de presentación
Analista de Administracion Plan Piso
Daimler Truck North America —Cuajimalpa, CDMX
- Tiempo completo
- Microsoft Powerpoint
- Microsoft Word
- Español
4d
Quality Support Technician
Daimler Truck AG —Saltillo, Coah.
- Tiempo completo
- Español
- Ingeniería
- Inglés
4d
Quality Support Technician
Daimler Truck North America —Saltillo, Coah.
- Tiempo completo
- Español
- Ingeniería
- Inglés
4d
Workday Payroll Consultant (Mexico)
TopBloc —Monterrey, N. L.
- Tiempo completo
- Experiencia en ventas
- Inglés
- Disponible para viajar
- Seguro dental
- Descuento de gimnasio
Cisco Field Technical Consultant
TD Synnex —Benito Juárez, CDMX
- Tiempo completo
- Ingeniería
- Inglés
- Habilidades de presentación
- Oportunidades de crecimiento
10d
Inspector PDI Carrocero externo
Daimler Truck North America —García, N. L.
- Tiempo completo
- Bachillerato
- Mantenimiento eléctrico
- Conocimientos de mecánica
M26255 Administrative Assistant (Locally Recruited)
CIMMYT —Texcoco, Méx.
- Tiempo completo
- ERP systems
- Inglés
- Microsoft Office
Postulación rápida
4d
Agente de Cobranza Retail
Daimler Truck North America —Cuajimalpa, CDMX
- Tiempo completo
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Oportunidades de crecimiento
4d
Atención al cliente
Financial Group R —Juárez, CDMX
- $9,000 a $10,000 por mes
- Tiempo completo
- Experiencia en ventas
- Inglés
- Bachillerato
- Oportunidades de crecimiento
Postulación rápida

Quiero recibir la alerta de empleo más reciente para principal financial group

Al ingresar a tu cuenta, aceptas las Condiciones del servicio de SimplyHired y das tu consentimiento a nuestra Política de privacidad y Cookies.

Mobil Spec Wealth Insurance

HSBC Global Services Limited -
Álvaro Obregón, CDMX

Postúlate ahora

Información del empleo

Tiempo completo
Hace 3 días

Cualificaciones

Planificación financiera
Español
Experiencia en ventas
Prevención de lavado de dinero
Inglés

Descripción completa del empleo

Please note this job advertisement is only available in Spanish. To view the job, select ‘Español - ES’ from the language selector in the page menu.

Role purpose:

The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products / Investment / Financial Planning / Retirement / Protection / Mortgage, etc , and the most significant contribution is expected to support Wealth´s Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC by serving customers outside the branch individually or in joint work with Relationship Manager.

Mobile Insurace Specialist is usually deployed to add value to the Wealth´s Relationship Managers on their daily activities and responsibilities at the regional level in more sophisticated products to Wealth customers.

Principal accountabilities:

Support Relationship Managers gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
Assist Relationship Managers relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Relationship Managers in presenting and explaining solution(s) to client or conducting individually end to end sales processes on site (office, home or other locations requested by the clients).
Commercial management to increase customer penetration in Wealth segment.
Give detailed tracking and registration of activity.
Promote professional sale of insurance products.
Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled
Training Relationship Managers on technical and practical skills through programed trainings when needed and improve Relationship Managers product specific technical knowledge by effective on-job coaching.
Assist on client planned events

Requeriments:

Minimum of three years of working experience as a product specialist, life insurace agent or financial advisor
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
A solid understanding of global anti money laundering standards
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Specialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning /Savings /Retirement /Protection /Mortage etc.
Good level of English for medium to advanced understanding and communication
Excellent communication and interpersonal

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.

“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”

Postúlate ahora

Refina tu búsqueda

principal financial group empleos

Mobil Spec Wealth Insurance

Analista de Cartera

Staff Strategic Program Manager, Santa Catarina (Monterrey Area)

Specialist- Insights, level 2

New Generation Trainee

Area General Manager, Marriott Puerto Vallarta Resort & Spa

Executive Health Host

Laboratory Engineer

Import/Export Analyst - Monterrey, México area

Business Development

Presales Engineer

Analista de Administracion Plan Piso

Quality Support Technician

Quality Support Technician

Workday Payroll Consultant (Mexico)

Cisco Field Technical Consultant

Inspector PDI Carrocero externo

M26255 Administrative Assistant (Locally Recruited)

Agente de Cobranza Retail

Atención al cliente

Quiero recibir la alerta de empleo más reciente para principal financial group

Herramientas para candidatos

Herramientas para empresas

Explorar

Mantente conectado