Bancassurance Sales Executive

People Profilers Pte Ltd; Singapore; On-site; SGD 67,000 - 112,000; Full time

Job summary

People Profilers Pte Ltd is seeking a Bancassurance Sales professional in Singapore to develop and manage bank client relationships while selling insurance products. You will leverage bank leads, pursue new business opportunities, and ensure compliant advisory practices.

The ideal candidate has bancassurance or financial sales experience, a diploma or degree, and CMFAS certifications are a plus. Strong communication, business acumen, and teamwork are essential to succeed.

Qualifications

• Experience in bancassurance, financial sales, or insurance advisory roles.
• Diploma or degree with CMFAS certifications will be advantageous.
• Excellent communication and interpersonal skills to build client trust.
• Strong business acumen with ability to identify growth opportunities in bancassurance.
• Ability to work independently as well as in a team.

Responsibilities

• Sales & Relationship Management: Develop and maintain strong relationships with bank clients, driving sales of insurance products through proactive outreach and regular follow-up to ensure customer satisfaction and retention
• Product Knowledge & Consultation: Act as a subject matter expert on a wide range of insurance products, providing valuable and accurate financial advice and guidance to customers
• Business Development: Identify new business opportunities and expand the bancassurance channel through effective networking, prospecting, and leveraging existing relationships with bank partners
• Target Achievement: Meet and exceed sales targets and KPIs, contributing to the overall growth and profitability of division
• Compliance & Risk Management: Ensure proper advisory procedures and documentation while adhering to all regulatory requirements, business processes and company policies, maintaining a high standard of professionalism and ethical conduct

Skills

Bancassurance

Financial sales

Insurance advisory

Client relationships

Sales targets

Education

Diploma or degree

CMFAS certifications

Job description

Summary

• Pay package comprises competitive basic salary, fixed allowance and attractive incentives structure
• Employee Benefits with more than 20 days annual leave entitlement, 'encashable' iflex dollars, comprehensive medical/dental coverage, etc
• Work in CBD area, 5 day week
• Leads provided from Bank's customer leads with periodic top ups

Responsibilities

• Sales & Relationship Management: Develop and maintain strong relationships with bank clients, driving sales of insurance products through proactive outreach and regular follow-up to ensure customer satisfaction and retention
• Product Knowledge & Consultation: Act as a subject matter expert on a wide range of insurance products, providing valuable and accurate financial advice and guidance to customers
• Business Development: Identify new business opportunities and expand the bancassurance channel through effective networking, prospecting, and leveraging existing relationships with bank partners
• Target Achievement: Meet and exceed sales targets and KPIs, contributing to the overall growth and profitability of division
• Compliance & Risk Management: Ensure proper advisory procedures and documentation while adhering to all regulatory requirements, business processes and company policies, maintaining a high standard of professionalism and ethical conduct

Our Ideal Candidate:

• Experience in bancassurance, financial sales, or insurance advisory roles. Experience in managing client relationships and achieving sales targets.
• Diploma (local polytechnic or equivalent) or degree with relevant CMFAS certifications will be advantageous
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong business acumen and the ability to identify opportunities for growth within the bancassurance channel.
• Ability to work independently as well as in a team

We regret to inform you that only shortlisted applicants will be notified.