Bancassurance Specialist (Personal Banking)

OCBC Bank; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Bancassurance Specialist to enhance their Personal Banking segment. In this dynamic role, you will provide advisory services on Bancassurance products and conduct training for Personal Financial Consultants. Your ability to achieve revenue targets and manage client relationships will be crucial. With a focus on coaching and mentoring, you will play a key role in developing a small team while ensuring that clients receive top-notch service. This opportunity is perfect for someone with a strong background in insurance sales and a passion for personal banking.

Qualifications

• 3-5 years of experience in Insurance Sales-related roles.
• A good degree in Banking and Finance or equivalent.

Responsibilities

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

Skills

Insurance Sales

Coaching

Analytical Skills

Team Management

Education

Degree in Banking and Finance

Job description

Job Description - Bancassurance Specialist (Personal Banking) (250000NI)

Responsibilities

• Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment.
• Conduct training and continuing education for Personal Financial Consultants on Bancassurance products.
• Achieve revenue targets set out by management.
• Undertake any other projects from time to time.
• Perform joint appointments whenever needed.

Qualifications

• A good degree in Banking and Finance or equivalent.
• Candidate should have 3-5 years of prior experience in Insurance Sales-related roles.
• Sound analytical mind.
• Must have or willing to learn a broad-based insurance-related exposure and background in order to multi-task within a small team.
• Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings.
• Coaching, mentoring and team management experience will be an added advantage.