High Net Worth Insurance Specialist

Phillip Securities Pte Ltd; Singapore; In loco; SGD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Phillip Securities Pte Ltd is seeking an experienced sales professional to drive HNW insurance across channels. You will curate bespoke HNW solutions, train advisers and partners, and implement growth strategies while ensuring MAS compliance.

You will engage internal and external stakeholders to expand opportunities, maintain relationships, and deliver high-quality client servicing in Singapore. Strong communication and collaboration are essential for success.

Competenze

• Degree in any discipline.
• Minimum 2 years of life insurance sales experience (preferably in HNW).
• CMFAS certifications (Modules 5, 9, 9A & Health Insurance).
• Strong understanding of HNW client needs and bespoke solutions.
• Excellent communication, presentation, and interpersonal skills.
• Motivated, proactive, and able to work independently and collaboratively.
• Knowledge of basic coding, AI adoption, and/or RPA is advantageous.

Mansioni

• Curate bespoke HNW insurance solutions and onboard related products.
• Drive business growth by identifying opportunities and collaborating with partners.
• Conduct regular training for advisers and partners to enhance product knowledge.
• Manage relationships with financial advisers, distribution partners, insurers and clients; provide timely servicing.

Conoscenze

Communication skills

Presentation skills

Interpersonal skills

Independent yet collaborative

HNW client understanding

Formazione

Bachelor’s degree (any discipline)

Strumenti

Coding basics

AI adoption

RPA familiarity

Descrizione del lavoro

Role Overview:

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
• CMFAS certifications (Modules 5, 9, 9A & Health Insurance)
• 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)