Wealth Protection Specialist
3 weeks ago
Job Details:
- Salary $3,500 Basic + $600 Transport Allowance + Comm
- Location: CPB
Job Description:
- 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
Who we are looking for:
Competencies & Personal Traits
• Exhibit ability to deliver effective communication and excellent interpersonal
skills
• Able to multi-task and meet tight deadlines
• Good presentation and negotiating skills
• Strong stakeholder management skills in influencing and persuasion
• Dynamic individual who strives in fast moving environment
Working Experience:
• 1 years of relevant experience in bancassurance or telemarketing
• Possess CFMAS, M9, M9A, M5, and HI certifications
Send your resume to:
Email: charlotte.ong@justrecruit.com.sg
WhatsApp: 9833 5766
ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295
Tell employers what skills you have
Wealth Management
Management Skills
Microsoft PowerPoint
Referrals
Lifestyle
Able To Multitask
Microsoft Excel
Tolerance
Telemarketing
Interpersonal Skills
Wealth Accumulation
Wealth
Risk Management
Channel
Needs Analysis
Interpreting
Financial Advisory
Stakeholder Management
Personal Development
Financial Services
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