Bancassurance Specialist Team Head
United Overseas Bank Limited (UOB)
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Job summary
United Overseas Bank Ltd in Singapore seeks an experienced VP/AVP to lead the Bancassurance Sales Team. Drive insurance sales across the bank's retail and wealth channels, achieve targets, and develop high-performing teams while strengthening partnerships with Relationship Managers.
The role focuses on delivering customer-centric financial advisory, leveraging data analytics and CRM tools to optimize results and ensure governance compliance.
Qualifications
- Bachelor's degree in Business, Finance, Banking, Economics or related
- 5–8 years of Bancassurance, Insurance, Wealth Management, Retail Banking or Financial Advisory experience
- Proven track record of achieving insurance sales targets
- Experience leading, coaching and developing high-performing sales teams
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.
- 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.
Skills
Education
Tools
Job description
Company: 1011 United Overseas Bank Ltd
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.
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.
- 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.
- 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.
- Relevant certifications such as CMFAS M5, M5A, M9, M9A and HI (or equivalent).
- Experience working with affluent, emerging affluent, or mass retail customer segments.
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.
- 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.
- 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.
- Relevant certifications such as CMFAS M5, M5A, M9, M9A and HI (or equivalent).
- Experience working with affluent, emerging affluent, or mass retail customer segments.
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
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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