Financial Insurance Expert

2 days ago

Singapore beBeeAdvisory Full time $100,000 - $120,000
Insurance Specialist

We are seeking a highly driven and experienced insurance specialist to join our organization in this challenging yet rewarding role.

Key Responsibilities:
  • Collaborate closely with relationship managers to achieve targeted referral volumes and successful conversions.
  • Conduct regular training sessions, workshops, and case studies to enhance the knowledge of insurance products, sales strategies, and process execution among team members.
  • Develop innovative ideas and actionable plans to drive sales activities and improve key financial metrics such as conversion rates and customer satisfaction.
  • Provide expert advisory services on universal life and other tailored premier bancassurance products to clients.
  • Offer comprehensive wealth solutions to clients, including retirement planning, endowment planning, and wealth accumulation strategies.
  • Ensure strict adherence to all regulatory and compliance requirements stipulated by the bank and relevant external authorities.
Requirements:
  • Minimum 8 years of relevant sales experience within the banking industry.
  • Possess valid and relevant insurance certifications.
  • Proven track record in insurance sales, preferably within a bancassurance or wealth management environment.
  • Demonstrated success in serving high-net-worth clients, with strong expertise in premier insurance solutions such as universal life.
  • Strong understanding of insurance concepts and in-depth product knowledge.
  • Excellent communication and interpersonal skills.

This role requires a unique blend of technical knowledge, business acumen, and interpersonal skills. If you believe you fit the requirements for the role, we encourage you to apply.

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