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Wealth Protection Specialist
1 month ago
Job Profile Summary:
The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.
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:
- 2 years of relevant experience in bancassurance or telemarketing
- Possess CFMAS, M9, M9A, M5, and HI certifications
Education:
- Degree/Diploma in Business or related fields of study
Language:
- English
Tell employers what skills you have
Management Skills
Sales
Able To Multitask
Customer Experience
Financial Planning
Customer Relationships
Wealth
Channel
Team Player
Customer Service
Stakeholder Management
Insurance
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