Insurance Specialist (Banking) [Up to 8k|AWS+Benefits|5 days]
Benefits:
- Salary between $5,000 - $15,000 + Comms
- 5 days work week (Mon - Fri, 9am - 6pm)
- Company emphasizes on good career progression
Our client, is a leader in providing innovative financial services and wealth management solutions. With a strong focus on personalized banking, they offer exclusive services designed to cater to the unique needs of high-net-worth individuals, ensuring tailored financial solutions to grow and protect wealth. They are now seeking a dynamic and experienced Insurance Specialist to join their team
Key Duties:
- Accountable for expanding the portfolio and building strong relationships with customers and branches/hubs, while achieving both hub revenue and personal sales targets.
- To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
- To analyse customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
- Foster customer engagement by organizing meetings to discuss insurance offerings and raise awareness.
- To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
- To generate ideas and action plan on increasing sales activity and other relevant financial drivers.
- Handle the complete process of insurance applications and address any aftersales concerns from clients.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
- To adhere strictly to the FAA & good practices guideline, include attending weekly/monthly coaching, meeting & obtaining the required CPD hours.
Job Requirements:
- Minimum of 4 years relevant sales experience in a bank.
- M5, M5A, M8, M8A, M9, M9A and HI certification is highly advantageous
- Experience in Insurance sales is highly advantageous
- Good in Insurance concepts & Product knowledge
Daniel Wilson | Reg No.: R24125247
Recruit Now Singapore Pte Ltd | EA Licence No.: 21C0845
Benefits:
- Salary between $5,000 - $15,000 + Comms
- 5 days work week (Mon - Fri, 9am - 6pm)
- Company emphasizes on good career progression
Our client, is a leader in providing innovative financial services and wealth management solutions. With a strong focus on personalized banking, they offer exclusive services designed to cater to the unique needs of high-net-worth individuals, ensuring tailored financial solutions to grow and protect wealth. They are now seeking a dynamic and experienced Insurance Specialist to join their team
Key Duties:
- Accountable for expanding the portfolio and building strong relationships with customers and branches/hubs, while achieving both hub revenue and personal sales targets.
- To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
- To analyse customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
- Foster customer engagement by organizing meetings to discuss insurance offerings and raise awareness.
- To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
- To generate ideas and action plan on increasing sales activity and other relevant financial drivers.
- Handle the complete process of insurance applications and address any aftersales concerns from clients.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
- To adhere strictly to the FAA & good practices guideline, include attending weekly/monthly coaching, meeting & obtaining the required CPD hours.
Job Requirements:
- Minimum of 4 years relevant sales experience in a bank.
- M5, M5A, M8, M8A, M9, M9A and HI certification is highly advantageous
- Experience in Insurance sales is highly advantageous
- Good in Insurance concepts & Product knowledge
Daniel Wilson | Reg No.: R24125247
Recruit Now Singapore Pte Ltd | EA Licence No.: 21C0845