Insurance Sales Representative, Financial Planning Expert, Bancassurance Career Track
4 weeks ago
United Overseas Bank Limited is a leading financial institution that offers a wide range of banking and financial services. As a career-focused individual, you will have the opportunity to grow and develop your skills in a dynamic and supportive environment.
Salary
The estimated salary for this role is SGD 60,000 - SGD 80,000 per annum, depending on experience and qualifications.
Job Description
Bancassurance Specialist Role:
You will provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels. You will engage with customers through active teleconsultation and referrals, ensuring proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements.
Key Responsibilities:
- Provide personalized financial planning and advisory services to customers
- Engage with customers through teleconsultation and referrals
- Ensure compliance with regulatory requirements and internal policies
Requirements Management
To be successful in this role, you will need to possess strong sales attributes, results-oriented and driven, competent in engaging existing customers in financial planning, and relevant accreditations (CMFAS Modules 5, 9, 9A, and HI) are preferred. A Diploma from a recognized institution and at least 1 year of insurance sales experience or fresh graduates with strong sales attributes are highly encouraged.
Benefits
This role offers a competitive salary, comprehensive training program, and opportunities for professional growth and development. If you are a motivated and experienced sales professional looking to advance your career in bancassurance, please submit your application today.
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