Mobile Sales Specialist

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share

Mobile Sales Specialist – Role Profile

Key Responsibilities

• Deliver against agreed sales and activity targets across new lending, new credit cards, credit limit increases, general insurance, and credit enhancement products
• Engage customers (in person, by phone, and digitally) to identify needs, present suitable solutions, and progress applications through to completion
• Build strong customer relationships through confident, needs-based conversations—recommending and, where appropriate, refer a range of HSBC products and services aligned to customer eligibility and circumstances
• Promote and support digital banking adoption, helping customers choose convenient self-service options while maintaining a high-quality experience
• Take end-to-end ownership of customer outcomes, including resolving issues and complaints promptly and effectively, aiming for first-contact resolution where possible
• Ensure sales are completed with strong risk discipline: provide clear, accurate product information, maintain high file and data quality, and deliver right first time, on time
• Follow all applicable HSBC policies and procedures, including requirements relating to financial crime, risk and compliance, and non-financial risk
• Maintain required role accreditations in line with the IWPB (International Wealth and Premier Banking) Accreditation Framework and contribute to a high-performing team culture

Minimum Qualifications

Essential

• High School Diploma (or equivalent) and 2+ years’ experience in banking (or equivalent customer-facing sales experience in financial services)
• Proven ability to work to sales targets and deliver strong customer outcomes
• Strong interpersonal, influencing, and negotiation skills; able to handle objections professionally and move customers confidently through a decision
• Strong customer service mindset with evidence of effective issue resolution
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Strong teamwork skills and willingness to support colleagues to achieve shared goals

Preferred

• Associate Degree (or equivalent)
• Experience in consumer lending, credit cards, and/or general insurance sales
• Demonstrated digital sales or digital adoption coaching experience

You’ll achieve more when you join HSBC.


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