Bancassurance Sales Specialist

Trust Bank Singapore; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

Trust Bank Singapore is a digitally native bank focused on delivering a delightful customer experience. You will work in a fast-paced and collaborative environment to shape the bank's future.

The Bancassurance Sales Specialist role drives growth by managing relationships with bank clients and promoting our insurance products, collaborating with bank partners to tailor solutions that meet customers’ financial and insurance needs.

Qualifications

• Background in financial services, sales or client advisory roles.
• Diploma or degree in Finance, Business or related field.
• CMFAS modules (M5, M9, M9A, HI, BCP, PGI) advantageous.
• Strong track record of sales success in bancassurance.
• In-depth knowledge of life, health and general insurance.
• Excellent communication and interpersonal skills.
• Strong business acumen and ability to identify growth opportunities.
• Ability to work independently as well as part of a team.

Responsibilities

• Sales & Relationship Management: Develop relationships with bank clients and drive insurance product sales through proactive outreach and follow‑up.
• Product Knowledge & Consultation: Subject‑matter expert on insurance products; provide accurate financial guidance and stay updated on offerings.
• Business Development: Identify new opportunities and expand bancassurance through networking and pipeline growth.
• Target Achievement: Meet/exceed sales targets and use data to improve strategies.
• Compliance & Risk Management: Ensure advisory procedures and documentation meet regulatory requirements and internal policies.

Skills

Relationship management

Sales proficiency

Insurance product knowledge

Communication skills

Business development

Independent / team collaboration

Education

Diploma or degree in Finance/Business

CMFAS modules (M5/M9/M9A/HI/BCP/PGI)

Job description

Trust Overview

Trust is the first of a new breed of banks in Singapore – digitally native and focused on delivering a delightful customer experience. You will work in a fast‑paced and collaborative environment to solve new and interesting challenges each day, helping to shape the future of our bank.

Bancassurance Sales Specialist

As a Bancassurance Sales Specialist you will play a key role in driving the growth and success of our bancassurance channel by managing relationships with bank clients and promoting our comprehensive suite of insurance products. You will work closely with the bank partner to create tailored solutions that meet their customers’ financial and insurance needs, leveraging your strong expertise in insurance and sales to drive results.

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. Conduct customer needs analysis to identify gaps and ensure solutions align with their financial goals.
• Product Knowledge & Consultation: Act as a subject matter expert on a wide range of insurance products, providing accurate financial advice and guidance to existing bank partner customers. Stay up to date with the latest product offerings and market trends to promote optimal value.
• Business Development: Identify new business opportunities, expand the bancassurance channel through networking, prospecting, and leveraging existing relationships. Build a pipeline of leads and convert them into long‑term clients.
• Target Achievement: Meet and exceed sales targets and KPIs, contributing to the overall growth and profitability of the division. Use data and analytics to monitor performance and continuously improve sales strategies.
• 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 in all interactions.

Ideal Candidate

• Background in financial services, sales or client advisory roles, with a strong ability to build client relationships and deliver results.
• Diploma (local polytechnic or equivalent) or degree in Finance, Business or a related field.
• Relevant certifications (e.g. CMFAS modules such as M5, M9, M9A, HI, BCP, PGI) are advantageous.
• Strong track record of sales success, focused on achieving business growth through the bancassurance channel.
• In‑depth knowledge of insurance products, including life, health and general insurance.
• Excellent communication and interpersonal skills; ability to build rapport and trust with clients.
• Strong business acumen and ability to identify growth opportunities within the channel.
• Ability to work independently as well as part of a team.

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Trust is an inclusive and open‑mind workplace. We welcome talented individuals who care about doing a good job and focus on results. Your authentic self is valued.

Trust is an equal‑opportunity employer. We prohibit discrimination and harassment of any kind and are committed to a work environment free from discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to age, gender, physical ability, race, religion or belief, family or parental status, sexuality, or any other status protected by laws or regulations. We encourage applicants of all ages.