Bancassurance Specialist, Group Consumer Financial Services

OCBC Bank; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial services organization in Singapore seeks a Bancassurance Specialist to provide advisory on Bancassurance products and train Personal Financial Consultants. The ideal candidate will have a degree in Banking and Finance, 3-5 years of experience in insurance sales, and strong analytical skills. This position offers competitive compensation and comprehensive benefits.

Benefits

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Qualifications

• 3-5 years of prior experience in Insurance Sales-related roles.
• Ability to conduct trainings and seminars.
• Experience in coaching, mentoring, and team management is a plus.

Responsibilities

• Provide advisory services on Bancassurance products.
• Conduct training for Personal Financial Consultants.
• Achieve revenue targets set by management.

Skills

Bancassurance advisory

Insurance sales

Analytical skills

Team management

Education

Degree in Banking and Finance or equivalent

Job description

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Bancassurance Specialist, Group Consumer Financial Services

Apply remote type Onsite locations OCBC Singapore time type Full time posted on Posted Yesterday job requisition id JR00002292

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

What you do

1. Bancassurance Specialist will provide advisory services on all Bancassurance products under the Personal Banking segment

2. Conduct training and continuing education for Personal Financial Consultants on Bancassurance products

3. Take on Ad hoc projects to upskill relevant stakeholders

4. Conduct trainings and seminars whenever required

5. Perform daily joint appointments including pre and post discussion after the appointment

6. Achieve revenue targets set out by management

Who you are

1.A good degree in Banking and Finance or equivalent

2.Candidate should have 3-5 years of prior experience in Insurance Sales-related roles

3.Sound analytical mind

4.Must have or willing to learn a broad-based insurance-related exposure and background in order to multi-task within a small team

5.Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings

6.Coaching, mentoring and team management experience will be an added advantage

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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