Wealth and Personal Banking Life Insurance and Annuity Specialist
Employment type
Full-time
Work setting
Hybrid
Location
New York, NY
Schedule
Day shift
Posted
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Job overview
The Wealth and Personal Banking Life Insurance and Annuity Specialist is a hybrid role based in New York, NY. Compensation is not specified for this position. HSBC is a global banking institution seeking a professional to join their Insurance team. This role exists to provide tailored insurance solutions to high-value clients. The specialist collaborates with wealth relationship managers and planners to support estate planning, wealth preservation, and business planning through insurance products.
What you'll do
- Serve as primary point of contact for insurance needs
- develop insurance proposals
- manage client relationships
- collaborate with internal teams
- achieve revenue goals.
What we're looking for
- Education
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience
- Proven experience in Life Insurance and Annuity Sales
- Skills & competencies
- full-timeday shiftnew york nyhsbcinsuranceannuitywealthhybridno on-callno travel
- Work arrangement
- Weekend coverage required
About the employer
HSBC is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Direct Property and Casualty Insurance Carriers
- Occupation code
- 41-3031.00
You'll be redirected to the employer's application page.
Listing ID: ef95d69d-ead9-4644-b5d6-4e4961be2069