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HSBC · 3 weeks ago

High Net Worth and Ultra High Net Worth Insurance Specialist/Producer

Miami, FL

Full-time

Hybrid

Senior Level

$156K/yr - $234K/yr

HSBC is a global bank committed to opening up a world of opportunity for its customers. The High Net Worth / Ultra High Net Worth Insurance Specialist/Producer will be responsible for driving sales revenue, developing new business, and building relationships with clients and internal partners to provide tailored insurance solutions.

Financial Services

No H1B

Hiring Manager

Tori Modini

Responsibilities

Identify new business opportunities through trusted partnerships and internal and external referral channels

Build and manages relationships with HNW and UHNW clients and their advisors

Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop wealth planning strategies

Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions

Educate partners and conduct ongoing training with respect to the value of Life Insurance in estate planning, wealth preservation and liquidity creation

Develop individualized/bespoke proposals for clients and ensures the proper handling of any subsequent claims

Required to be client-service orientated and proactively look for ways to increase revenues, improve customer service, and add value to our internal Group partners

Track carrier and product performance against benchmark standards. Recommends shifts in providers and /or product offerings on an as needed basis

Develop strategic plans, objectives, and goals that support the sales model and affluent client strategy

Collaborate with internal teams to ensure smooth end to end delivery

Prepare weekly / monthly management reports

Achieve revenue and sales targets

Adhere to all regulatory, risk & control and internal policy standards

Qualification

Life insurance salesRelationship managementWealth planning strategiesLife licenseSeries 7Spanish proficiencyPortuguese proficiencyCantonese proficiencyMandarin proficiencyProblem resolutionTech savvyPresentation skillsLeadership skillsCommunication skillsInterpersonal skills

Required

College degree or equivalent work experience is a must

Experienced High Net Worth or Ultra High Net Worth Life insurance sales producer with proven consultative sales and relationship management skills required

Must hold Life license, Series 7,63, 65 or 66 (in lieu of 63 and 65); Property & Casualty license a plus

Self-motivated, able to thrive in a high performance, client focused culture

Results oriented

Problem resolution skills

Experienced in Insurance Sales with a proven track record in Sales

Strong presentation skills

Strong leadership and communication skills

Tech savvy with proficiency in using Microsoft applications, such as Windows, Word, Excel

Strong interpersonal written and verbal communication skills