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Insurance Specialist (Associate Director)

Job description

Our client, a leading foreign bank, is looking for a highly driven and experienced insurance specialist to join their expanding 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 environment
  • Demonstrated 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 skills

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.