Wealth and Personal Banking Life Insurance and Annuity Specialist

About the role

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.

Responsibilities

• Identify new business opportunities, manage client relationships, and ensure seamless delivery of insurance and banking services.
• 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.
• Maintain and monitor client portfolios and banking activities to ensure alignment with goals and risk tolerance.
• Prepare management reports and support special projects.
• Achieve insurance revenue goals.
• Escalate potential risks or compliance concerns promptly.
• Seek process improvements to enhance efficiency and client experience.

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

Qualifications

• 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

Skills

• Financial analysis
• Client relationship management
• Consultative selling
• Collaboration with cross-functional teams
• Training and education
• Portfolio management
• Compliance and risk management
• Project management
• Communication and presentation skills
• Technical proficiency (MS Office, CRM)

Benefits

HSBC offers a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will also have access to tailored professional development opportunities, 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.

Pay

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

Schedule

Details on the schedule will be provided upon successful completion of the interview process.

Equal Opportunity Employer

We are 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.