Bancassurance Sales Support Specialist

PERSOL

Singapore

On-site

SGD 45,000 - 67,000

Full time

2 days ago
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Job summary

PERSOL Singapore Pte Ltd is seeking a Sales Officer_Intermediate to support the Institutional Banking Group in bancassurance sales. You will identify client needs, provide insurance advisory services, and drive insurance product sales with a focus on LIFE and GI solutions.

The role involves working with IBG RMs to deliver value through bancassurance offerings while ensuring compliance with bank and regulatory requirements.

Qualifications

  • Identify corporate clients' needs via account plans and provide insurance solutions.
  • Provide insurance advisory services to bank customers.
  • Drive sales to achieve insurance product targets.
  • Deliver bancassurance solutions in the assigned segments.
  • Ensure compliance with bank and regulatory requirements.
  • Execute LIFE and GI sales strategy with a structured selling process.

Responsibilities

  • Actively partner IBG Relationship Managers to identify client needs via account plans and offer suitable insurance solutions.
  • Develop and provide insurance advisory services to bank customers.
  • Drive frontline sales to meet insurance product targets and grow the bancassurance book.
  • Collaborate with Sales Managers & Relationship Managers to deliver insurance planning advice to customers.
  • Ensure compliance with all processes, regulations, and controls set by the bank and regulators.

Job description

PERSOL Singapore Pte Ltd is seeking a Sales Officer_Intermediate to support the Institutional Banking Group in bancassurance sales. You will identify client needs, provide insurance advisory services, and drive insurance product sales with a focus on LIFE and GI solutions.

The role involves working with IBG RMs to deliver value through bancassurance offerings while ensuring compliance with bank and regulatory requirements.

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