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 : -
Minimum 8 years of relevant sales experience within the banking industry.Possess valid and relevant insurance certifications.Proven track record in insurance sales, preferably within a bancassurance or wealth management environmentDemonstrated success in serving high-net-worth (HNW) clients, with strong expertise in premier insurance solutions such as Universal Life.Strong understanding of insurance concepts and in-depth product knowledge.Excellent communication and interpersonal skillsIf 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