Insurance Policy Expert

4 days ago


Singapore ET MARKETING PTE. LTD. Full time
Job Summary

The Insurance Specialist role is a key position at ET MARKETING PTE. LTD., responsible for providing protection plans and products advisory to clients.

About the Job
  • Partner with Wealth Managers to offer tailored insurance solutions to clients.
  • Deliver comprehensive product knowledge training to relationship managers.
  • Conduct in-depth financial analysis for clients and provide personalized insurance recommendations.
  • Provide exceptional customer service and banking experience.
  • Ensure compliance with all regulations and controls set by the Bank and external regulatory authorities.
Skill and Experience Requirements
  • Minimum 1 year of insurance sales experience.
  • Excellent communication skills.
  • Strong analytical and logical thinking abilities.
Key Responsibilities

This role involves:

  • Collaborating with Wealth Managers to develop customized insurance plans for clients.
  • Delivering product training sessions to enhance relationship managers' knowledge.
  • Performing thorough financial analyses to recommend suitable insurance products.
  • Providing top-notch customer service and ensuring a seamless banking experience.
  • Ensuring adherence to regulatory requirements and internal policies.
Estimated Salary: SGD 5,500 - SGD 6,800 per month

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