Wealth and Personal Banking Life Insurance and Annuity Specialist

HSBC • New York, NY

22d

About The Position

As a Wealth and Personal Banking (WPB) Life Insurance and Annuity Specialist, you’ll play a pivotal role in providing best-in-class service to HSBC clients and their families. You’ll collaborate with wealth relationship managers, private bankers, wealth planners, tax advisors, and legal professionals to deliver tailored insurance solutions that support estate planning, wealth preservation, liquidity creation and business planning. You’ll be responsible for identifying new business opportunities, managing client relationships, and ensuring seamless delivery of insurance and banking services.
As our WPB Insurance Specialist you will:

Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent work experience)
• Proven Experience inf Life Insurance and Annuity Sales
• Life license, FINRA Series 6, 63, 65 or 66 (in lieu of 63 and 65); Property & Casualty license and Series 7 a plus
• Sales orientated with consultative sales and relationship management skills
• Fluent in English; proficiency in Spanish, Portuguese, Cantonese, or Mandarin a plus.
• Excellent analytical, organizational, and communication skills
• Tech savvy with proficiency in MS Office (Excel, PowerPoint, Word); CRM experience a plus
• High attention to detail, confidentiality, and client service excellence
• Self-motivated with the ability to thrive in a high performance, client focused culture

Responsibilities

• Serve as a primary point of contact for HSBC clients regarding insurance and wealth management needs
• Develop and present individualized insurance proposals, investment solutions, and client presentations
• Build and manage trusted relationships with advisors and their clients
• Collaborate with internal teams (wealth planners, investment specialists, credit, trust, operations) to deliver a seamless client experience
• Educate business partners through ongoing training, on the value of the full suite of insurance offerings and the identification of insurance opportunities.
• Track business development opportunities in Customer Relationship Management (CRM) and support pipeline management
• Monitor client portfolios and banking activities to ensure alignment with goals and risk tolerance
• Prepare management reports and support special projects
• Ensure all activities comply with regulatory requirements and internal policies
• Escalate potential risks or compliance concerns promptly
• Seek process improvements to enhance efficiency and client experience
• Achieve insurance revenue goals

Benefits

• As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
• We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.
• You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
• You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
• We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level