Insurance Specialist (Priority Banking)

Mon - Fri @ onsite and Parkay Parade

Depends on your last drawn

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

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 advice 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.

---

Interested applicants, please submit your updated resume in MS Words format by using the APPLY NOW BUTTON.

By submitting your personal data and/or resume, you give consent to the collection, use, and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.

Please be informed that only shortlisted candidates will be notified.

WhatsApp me @ 65 8882 1834 for a prompt response to your enquiry!

Charmaine Soh Rui En | Reg No.: R24122333

Recruit Now Singapore Pte Ltd | EA Licence No.: 21C0845