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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
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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