Insurance Specialist
1 day ago
About the job
- Partner with Wealth Managers to provide protection plans and products advisory to clients.
- Conducts product and insurance proposition training for relationship managers to equip them with basic product knowledge
- Conduct in-depth financial analysis for clients and tailor a personalised set of products to suit their individual needs
- Provide product advisory to clients
- Provide excellent customer service and banking experience
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
skills and experience required
- Minimum 1 year of insurance sales experience
- Good effective communication skills
- Analytical and logical thinking
If you're interested in the above role, click on the 'apply' function now
Tell employers what skills you haveProduct Knowledge
Coaching
Wealth Management
Product Advisory
Customer Loyalty
Wealth Accumulation
Wealth
Insurance Sales
Compliance
Good Communication Skills
Financial Analysis
Communication Skills
Banking
Retirement Planning
Microsoft Word
Customer Service
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