Insurance Sales Consultant, Financial Services Specialist
4 weeks ago
We are seeking a highly motivated Bancassurance Specialist to join our team at United Overseas Bank Limited. This is an exciting opportunity for individuals who are passionate about financial services and looking to embark on a rewarding career track with attractive remuneration.
The successful candidate will have the opportunity to work in a dynamic environment, providing accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels. Additionally, they will engage with existing 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 comprehensive financial planning services to existing bank customers
- Engage with customers to understand their financial needs and goals
- Cultivate strong relationships with customers to drive sales growth and customer satisfaction
Requirements
- Results-driven individual with a passion for financial services
- Strong communication and interpersonal skills
- Competent in engaging customers in financial planning
- Possess relevant accreditations (i.e. CMFAS Modules 5, 9, 9A, and HI) preferred
- Possess at least a Diploma from a recognized institution
- Sales personnel with track records are strongly preferred
- Candidates with a minimum 1 year of insurance sales experience or fresh graduates with strong sales attributes are highly encouraged.
- Financial Planning
- Customer Relationship Management
- Sales and Marketing
- Insurance Products and Services
- Fundamentals of Banking
Estimated salary: SGD 40,000 - SGD 60,000 per annum.
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