Bancassurance Specialist Team Head

UOB; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

United Overseas Bank Ltd in Singapore seeks a VP/AVP Bancassurance Sales Team Lead to guide a team of Insurance Specialists and drive insurance sales across retail and wealth channels.

You will develop strategies to grow insurance penetration, manage relationships with Relationship Managers, ensure regulatory compliance, and leverage data analytics and CRM tools to improve customer outcomes.

Qualifications

• Bachelor's degree in Business, Finance, Banking, Economics, or related discipline.
• Minimum 5-8 years of Bancassurance, Insurance, Wealth Management, Retail Banking, or Financial Advisory experience.
• Proven track record of achieving and exceeding insurance sales targets.

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 regulatory, compliance, and bank governance requirements.

Skills

Team leadership

Sales coaching

Stakeholder management

Data analytics

CRM skills

Education

Bachelor's degree in Business/Finance

Tools

CRM tools

Job description

## Bancassurance Specialist Team HeadApply: Onsite: Central Region (City Area): Full time: Posted Today: JR95864Company: 1011 United Overseas Bank Ltd **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****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. **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.## **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