Financial Insurance Expert

2 days ago


Singapore beBeeAdvisory Full time

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


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