Bancassurance Specialist

PEOPLE PROFILERS (SERVICES) PTE. LTD.; Singapore; On-site; SGD 50,000 - 90,000; Full time

Benefits offered by this job

Career progression

Performance incentives

Job summary

People Profilers (Services) PTE. LTD. in Singapore seeks a Bancassurance specialist to help clients achieve financial goals through tailored insurance solutions. You will build strong relationships with bank partners and customers to drive business growth and deliver trusted protection advice.

The role focuses on identifying customer needs, recommending suitable protection, savings, and wealth planning products, and delivering excellent service while complying with regulatory requirements.

Qualifications

• Ability to build strong relationships with bank customers and partners.
• Proactive prospecting and networking to generate opportunities.
• Knowledge of protection, savings, and wealth planning products.

Responsibilities

• Build and maintain strong relationships with bank customers and partners.
• Identify customer needs and recommend suitable insurance solutions.
• Provide professional advice on protection, savings, and wealth planning products.
• Drive sales growth through proactive prospecting, referrals, and networking.
• Generate new business opportunities and expand the customer portfolio.
• Achieve and exceed sales targets and KPIs.
• Stay updated on product knowledge, market trends, and industry developments.
• Deliver excellent customer service and long-term relationship management.
• Ensure all sales activities comply with regulatory requirements and company policies.

Skills

Relationship building

Sales prospecting

Financial advisory

Customer service

Job description

About the Role

Join our Bancassurance team and help clients achieve their financial goals through tailored insurance solutions. You will build strong relationships with bank partners and customers, drive business growth, and deliver trusted financial protection advice.

Key Responsibilities

• Build and maintain strong relationships with bank customers and partners.
• Identify customer needs and recommend suitable insurance solutions.
• Provide professional advice on protection, savings, and wealth planning products.
• Drive sales growth through proactive prospecting, referrals, and networking.
• Generate new business opportunities and expand the customer portfolio.
• Achieve and exceed sales targets and key performance indicators.
• Stay updated on product knowledge, market trends, and industry developments.
• Deliver excellent customer service and long-term relationship management.
• Ensure all sales activities comply with regulatory requirements and company policies.

Why Join Us

• Grow your career with a leading financial institution.
• Access comprehensive training, development, and career progression opportunities.
• Earn attractive rewards and incentives in a performance-driven environment.
• Make a meaningful impact by helping clients protect and secure their financial future.

We regret that only shortlisted candidates will be notified.