Bancassurance Advisor: Lead Insurance Sales & Advisory

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a Bancassurance Advisor to deliver financial advisory and drive life insurance sales. The role emphasizes integrity, client focus, and regulatory compliance while supporting banking customers and referrals.

The candidate must have a Finance/Business degree with at least 5 years of insurance sales experience and CMFAS certifications preferred. Join a major Singapore bank with a dynamic sales track and growth potential.

Qualifications

• Degree in Finance, Business, or related fields.
• At least 5 years of insurance sales experience.
• CMFAS certifications (Modules 5, 9, 9A, HI) preferred.

Responsibilities

• Provide accurate financial advisory to customers as an individual contributor or lead a team of Bancassurance Advisors.
• Drive insurance sales in the respective segments you support.
• Ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.
• Assist and develop team members to achieve sales targets and compliance.

Skills

Financial advisory

Sales performance

Client engagement

Education

Bachelor's degree in Finance/Business

Tools

CMFAS certifications

Job description

1011 United Overseas Bank Ltd is seeking a Bancassurance Advisor to deliver financial advisory and drive life insurance sales. The role emphasizes integrity, client focus, and regulatory compliance while supporting banking customers and referrals.

The candidate must have a Finance/Business degree with at least 5 years of insurance sales experience and CMFAS certifications preferred. Join a major Singapore bank with a dynamic sales track and growth potential.