Bancassurance Specialist

uobgroup; Singapore; On-site; SGD 42,000 - 62,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Bancassurance sales professional to drive new business and revenue through bancassurance channels, promoting insurance products to individual clients and collaborating with consumer banking teams.

The role emphasizes achieving revenue targets through tailored insurance solutions and strong customer engagement across multiple distribution channels. CMFAS certifications are required for this position, with Singapore as the primary market.

Qualifications

• CMFAS HI - Certificate in Health Insurance (Singapore).
• CMFAS M5 - Rules & Regulations for Financial Advisory Services (Singapore).
• CMFAS M9A - Life Insurance and Investment-Linked Policies II (Singapore).
• CMFAS M9 - Life Insurance & Investment-Linked Policies (Singapore).
• CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services (Singapore).

Responsibilities

• Drive new business and revenue generation in bancassurance.
• Promote insurance products and services to individual clients via bancassurance channels.
• Support consumer banking customers in finding products and solutions that meet their needs.

Education

CMFAS HI - Certificate in Health Insurance

CMFAS M5 - Rules & Regulations for Financial Advisory Services

CMFAS M9A - Life Insurance and Investment-Linked Policies II

CMFAS M9 - Life Insurance & Investment-Linked Policies

CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Sales - Bancassurance is responsible for new business and revenue generation, supporting customers in finding products, solutions, and services that best meet their needs. Sets the direction and policies for sales activities, and manages the execution of these plans. The Bancassurance focus specializes in the generation of revenues by promoting insurance products and services to individual clients via various bancassurance channels (e.g., banks, securities, post offices, etc.).

Consumer Banking covers activities related to providing services and products directly to consumers through various business channels. This group includes retail banking, consumer lending, auto finance, small business banking, and related business areas.

Additional Requirements

• CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.