Insurance Product Advisor
5 days ago
As a Premier Banking Financial Consultant, you will be responsible for providing expert advice on High Net-Worth insurance and Premier Bancassurance products to our clients.
You will work closely with Premier Banking Relationship Managers to identify client needs and develop tailored solutions.
Key Responsibilities
Your key responsibilities will include:
- Providing advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products;
- Collaborating with Premier Banking Relationship Managers on client meetings and proposals preparation;
- Conducting continuing education for RMs on High Net-Worth insurance products and financial planning concepts;
- Developing and maintaining relationships with clients to understand their financial goals and objectives;
- Identifying opportunities to cross-sell and upsell Premier Bancassurance products to clients.
Requirements
To succeed in this role, you will need:
- An accredited degree in Banking and Finance or equivalent;
- 3-5 years of relevant experience;
- A sound analytical mind;
- Experience in the Bancassurance space, especially in High Net-Worth products like Universal Life;
- A good appreciation of the investment climate to better advise on financing as part of client's portfolio;
- Strong passion for training and coaching in financial planning and legacy planning concepts;
- Mature, confident, and able to play a meaningful role in client meetings;
- Excellent communication and strong interpersonal skills with the ability to work collaboratively across the organization.
What We Offer
We offer a range of benefits, including opportunities for professional growth and development, as well as a dynamic and supportive work environment.
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