Bancassurance Advisor – Elevate Clients’ Financial Security

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

United Overseas Bank Limited in Singapore seeks a Bancassurance Advisor to promote and sell insurance products, educate clients on policy options, and help them secure financial protection.

You'll build relationships with existing clients and bank staff, meet sales targets, and ensure compliant, well-documented transactions. CMFAS certifications welcomed; strong communication is essential.

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• Certification in insurance as required by local regulations.
• Prior experience in sales, financial services or insurance preferred.

Responsibilities

• Meet with clients to understand their insurance needs and financial goals.
• Promote and sell insurance products managing client expectations.
• Cross-sell insurance to banking clients and collaborate with bank staff.
• Ensure compliance and maintain proper documentation for all transactions.

Skills

Excellent communication

Interpersonal skills

Sales experience

Financial products knowledge

Education

Bachelor’s degree in Finance, Business Administration, or related field

Insurance certification/training

Job description

United Overseas Bank Limited in Singapore seeks a Bancassurance Advisor to promote and sell insurance products, educate clients on policy options, and help them secure financial protection.

You'll build relationships with existing clients and bank staff, meet sales targets, and ensure compliant, well-documented transactions. CMFAS certifications welcomed; strong communication is essential.