Bancassurance Advisor: Build Client Wealth

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a Bancassurance Advisor to promote and sell insurance products, working with client advisors to assess needs and tailor suitable solutions for clients.

The role requires staying current on policy features, cross-selling within banking relationships, and ensuring regulatory compliance while delivering excellent customer service. CMFAS certifications are preferred and prior sales experience is valuable.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Certification in insurance (as required by local regulations).
• Prior experience in sales, financial services, or insurance preferred.
• Strong understanding of financial products and markets.

Responsibilities

• Meet with clients to understand financial goals and insurance needs.
• Build and maintain relationships with clients and cross-sell insurance products.
• Stay informed about latest insurance products, policy changes, and coverage options.
• Achieve sales targets and develop strategies to maximize opportunities within the client base.
• Ensure compliance with regulatory requirements and maintain proper documentation.
• Provide ongoing customer service during policy lifecycle and renewals.
• Train bank staff on insurance products and participate in training sessions.

Skills

Excellent communication

Interpersonal skills

Analytical abilities

Teamwork & independence

Education

Bachelor's degree in Finance/Business/related field

Insurance certification (local regulations)

Job description

1011 United Overseas Bank Ltd is seeking a Bancassurance Advisor to promote and sell insurance products, working with client advisors to assess needs and tailor suitable solutions for clients.

The role requires staying current on policy features, cross-selling within banking relationships, and ensuring regulatory compliance while delivering excellent customer service. CMFAS certifications are preferred and prior sales experience is valuable.