High Net Worth Insurance Specialist

Phillip Capital Inc.; Singapore; On-site; SGD 78,000 - 123,000; Full time

Job summary

Phillip Securities Pte Ltd seeks an experienced sales professional to drive our HNW insurance business across channels. You will curate bespoke solutions, empower advisers and external partners with training, and implement growth strategies.

Key responsibilities include onboarding specialized products, collaborating with internal and external partners, and ensuring MAS compliance. A degree in any discipline and 2+ years in life insurance are required.

Qualifications

• Degree in any discipline is required.
• Minimum 2 years of life insurance sales experience, preferably in HNW.
• Strong understanding of HNW client needs and bespoke solutions.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Curate bespoke HNW life insurance solutions for affluent clients.
• Onboard specialized products and stay ahead of market trends.
• Train advisers and partners to enhance product knowledge and sales effectiveness.
• Develop and nurture relationships with financial advisers and distribution partners.
• Ensure activities comply with MAS regulations and internal policies.

Skills

Sales excellence

Client relationship

Communication skills

Industry knowledge

Independent & collaborative

Basic coding / AI / RPA

Education

Bachelor's degree (any discipline)

Job description

We are seeking an experienced and dynamic sales professional to drive our High Net Worth (HNW) insurance business. This role focuses on curating bespoke HNW insurance solutions, empowering our advisers and external partners through training, and implementing strategies to grow HNW insurance sales across multiple channels.

Responsibilities

Curate HNW Insurance Solutions

• Research, analyze, and onboard specialized HNW life insurance products tailored for affluent clients.
• Stay ahead of market trends and competitor offerings to ensure a best-in-class product suite.

Drive Business Growth

• Identify and develop new business opportunities within the HNW segment.
• Collaborate with internal teams and external partners to execute targeted marketing and sales strategies.

Training & Enablement

• Conduct regular and ad-hoc engagement sessions for advisers and partners to enhance product knowledge and sales effectiveness.
• Develop training materials and best practices for HNW insurance advisory.

Relationship Management and Client Servicing

• Build and maintain strong relationships with key stakeholders, including financial advisers, distribution partners, insurers and end clients.
• Provide prompt and effective support to sales channels and end clients.

Compliance & Governance

• Ensure all activities comply with MAS regulations and internal policies.

Requirements

• Degree in any discipline
• Minimum 2 years of experience in life insurance sales, preferably in HNW insurance sales
• Strong understanding of HNW client needs and bespoke insurance solutions
• Excellent communication, presentation, and interpersonal skills
• Motivated, proactive, and able to work independently and collaboratively
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)