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Wealth Protection Specialist

Job description

Our client, an international insurance company is looking for highly driven sales professional to join their team.

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 clients

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
  • Exhibit ability to deliver effective communication and excellent interpersonal skills
  • Good presentation and negotiating skills
  • Dynamic individual who strives in fast moving environment
  • Demonstrate resilience and highly motivated individual

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to 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.

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