Insurance Specialist (Associate Director)

Roles & Responsibilities

Our client, a leading foreign bank, is looking for a highly driven and experienced insurance specialist to join their team.

Key Responsibilities :

• Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions.
• Conduct regular training sessions, workshops, and case studies to enhance Relationship Managers’ knowledge of insurance products, sales strategies, and process execution.
• Develop innovative ideas and actionable plans to drive sales activities and improve key financial metrics.
• Provide expert advisory services on Universal Life and other tailored Premier Bancassurance products.
• Offer comprehensive wealth solutions to clients, including retirement planning, endowment planning, and wealth accumulation strategies.
• Ensure strict adherence to all regulatory and compliance requirements as stipulated by the Bank and relevant external authorities.

Requirements : -

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number : 200611680D. License Number : 10C5117 EA Personal Registration Number : R1874269.

Tell employers what skills you have

Product Knowledge

Negotiation

Wealth Management

Financial Planning

Interpersonal Skills

Wealth Accumulation

Wealth

Universal Life

Insurance Sales

Compliance

Life Insurance

Financial Analysis

Banking

Retirement Planning

Customer Service

Wealth Accumulation Strategies