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Wealth Protection Specialist

Job description


Our client, an international insurance company in Singapore is looking for candidates to join their expanding business as a Wealth Protection Specialist.

Wealth Protection Specialist
Key Responsibilities:

  • Establish and define the customer's protection needs
  • Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
  • Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio.
  • Liaise with internal departments on policy fulfilment
  • Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
  • Identifying opportunities to promote bancassurance products across existing and new client



The ideal candidate will possess the following:

  • Degree/Diploma in Business or related fields of study
  • 2 years of relevant experience in bancassurance or telemarketing
  • Possess CFMAS, M9, M9A, M5, and HI certifications
  • Able to multi-task and meet tight deadlines
  • Good presentation and negotiating skills


Interested candidates are invited to submit your resume to rachael.kow@ambition.com.sg
Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.
Data provided is for recruitment purposes only.
Business Registration Number: 200611680D
License Number: 10C5117
EA Personal Registration Number: R22107677

*LI - BF

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