Financial Asset Protector

1 week ago

Singapore beBeeRisk Full time $90,000 - $120,000
Job Description

We are seeking a Wealth Preservation Specialist to join our team. As a wealth preservation expert, you will work with high net worth individuals and families to safeguard their assets.

  • You will identify new business opportunities through strategic sales and marketing efforts.
  • You will develop and maintain strong relationships with clients, understanding their insurance needs and goals.
  • You will provide sound advice on insurance products, recommending tailored solutions to meet client requirements.
  • You will ensure compliance with industry standards and regulatory requirements.
  • You will collaborate with underwriters to secure optimal terms and coverage for clients.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's Degree in Business or Finance.
  • Minimum 3 years of experience in the financial services sector.
  • Excellent communication and interpersonal skills.
  • Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously.
  • Strong sales record and ability to build long-term relationships.

This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of our organization.

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