Wealth and Personal Banking Life Insurance and Annuity Specialist
About The Position
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this 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.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent work experience)
- Proven Experience in 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
Nice To Haves
- Property & Casualty license and Series 7 a plus
- CRM experience a plus
- proficiency in Spanish, Portuguese, Cantonese, or Mandarin a plus.
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
- tailored professional development opportunities
- competitive pay and benefits package
- robust Wellness Hub
- welcoming and inclusive work environment
- industry-leading volunteerism policy
- generous matching gift program
- comprehensive program of immersive Sustainability and Climate Change Initiatives
- Employee Resource Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
