Bancassurance Specialist Team Head

uobgroup; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore seeks an experienced Bancassurance Sales Team Lead to drive insurance sales through the Bank's retail and wealth channels. You will lead a team of Insurance Specialists, develop strategies, and partner with Relationship Managers to deliver customer-centric financial solutions.

The role requires strong leadership, a track record of achieving targets, knowledge of life insurance and wealth planning, and regulatory compliance.

Qualifications

• Bachelor's degree in business, finance, banking, economics, or related field.
• 5–8 years of Bancassurance, insurance, wealth management, or financial advisory experience.
• Proven track record of meeting insurance sales targets.
• Experience leading high-performing sales teams.
• Knowledge of life insurance, investment-linked products, protection, retirement, and wealth planning.
• Strong stakeholder management and regulatory knowledge.

Responsibilities

• Lead, coach, and motivate a team of Bancassurance Specialists to meet targets.
• Build partnerships with internal stakeholders and insurance partners.
• Develop and execute sales strategies to grow insurance penetration, referrals, and acquisitions.
• Monitor pipeline, productivity, and performance with coaching.
• Support complex client engagements with protection, wealth, and retirement planning solutions.
• Ensure adherence to regulatory, compliance, and governance requirements.
• Leverage data analytics, CRM tools, and digital capabilities to improve sales effectiveness.
• Foster a high-performance culture through talent development and coaching.

Skills

Bancassurance sales

Team leadership

Sales targets

Stakeholder management

Regulatory compliance

CRM & analytics

Education

Bachelor's degree in Business/Finance/Banking/Economics

Tools

CMFAS M5/M5A/M9/M9A/HI

CRM tools

Job description

Company: 1011 United Overseas Bank Ltd

About UOBUnited 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 AsiaPacific, 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

VP / AVP, Bancassurance Sales Team Lead

About the Role

We are seeking an experienced and results-driven Bancassurance Sales Team Lead to lead a team of Insurance Specialists and drive insurance sales through the Bank's retail and wealth banking channels. The successful candidate will be responsible for achieving sales targets, developing high-performing teams, strengthening partnerships with Relationship Managers, and delivering exceptional customer outcomes through needs-based financial advisory.

Key Responsibilities

• Lead, coach, and motivate a team of Bancassurance Specialists to achieve and exceed sales targets.
• Build strong partnerships with internal stakeholders and insurance partners to deliver business growth.
• Develop and execute sales strategies to grow insurance penetration, referrals, and customer acquisition.
• Monitor sales pipelines, productivity, and performance metrics, providing coaching and guidance to maximize results.
• Support complex client engagements and provide holistic protection, wealth, and retirement planning solutions.
• Ensure adherence to all regulatory, compliance, and bank governance requirements.
• Leverage data analytics, CRM tools, and digital capabilities to enhance sales effectiveness and customer experience.
• Foster a high-performance culture through talent development, sales coaching, and capability building.

Requirements

• Bachelor's Degree in Business, Finance, Banking, Economics, or a related discipline.
• Minimum 5-8 years of experience in Bancassurance, Insurance, Wealth Management, Retail Banking, or Financial Advisory.
• Proven track record of achieving and exceeding insurance sales targets.
• Prior experience leading, coaching, and developing high-performing sales teams.
• Strong knowledge of life insurance, investment-linked products, protection, retirement, and wealth planning solutions.
• Excellent stakeholder management and relationship-building skills.
• Strong understanding of regulatory and compliance requirements within the financial services industry.
• Results-oriented, customer-centric, and able to thrive in a dynamic sales environment.

Preferred Qualifications

• Relevant certifications such as CMFAS M5, M5A, M9, M9A and HI (or equivalent).
• Experience working with affluent, emerging affluent, or mass retail customer segments.