Insurance Product Specialist - Sales Role

RecruitFirst Pte. Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company in insurance seeks an Insurance Product Specialist to drive sales through warm leads. Your role will involve achieving sales targets, engaging customers with tailored recommendations, and ensuring top-notch service standards. Previous experience in sales and strong communication skills are essential.

Qualifications

• Prior sales experience needed.
• Confident and proactive engagement with customers.
• Ability to manage multiple enquiries efficiently.

Responsibilities

• Achieve individual sales targets via telemarketing.
• Convert warm leads into successful sales.
• Ensure compliance with regulatory and quality guidelines.

Skills

Communication

Sales Acumen

Customer Engagement

Documentation

Adaptability

Education

BCP, PGI, HI certifications or prior insurance experience

Tools

Microsoft Office

Job description

As an Insurance Product Specialist, you’ll engage warm leads via phone outreach, provide tailored recommendations, and drive sales — all while delivering a high-quality, customer-focused experience.

Responsibilities:

• Achieve individual sales targets while maintaining excellent call quality and service standards

• Convert warm leads provided by the bank into successful sales through telemarketing

• Identify cross-sell and up-sell opportunities to offer customers comprehensive solutions

• Respond confidently to customer enquiries and follow through to closure

• Ensure full compliance with regulatory, risk, and Quality Assurance guidelines

• Liaise with internal teams to ensure smooth policy processing and fulfillment

• Take ownership of business and regulatory risks, flagging issues proactively

• Share insights and best practices to strengthen team performance and compliance

Requirements:

• Excellent communication skills, both spoken and written

• Strong sales acumen with a resilient and persuasive approach to outbound calls

• Prior Sales experience needed

• Confident and proactive when engaging customers and internal stakeholders

• Meticulous with follow-ups and documentation

• Able to manage multiple enquiries and tasks efficiently under pressure

• Proficient in Microsoft Office applications

• High level of integrity, adaptability, and team spirit

• BCP, PGI, HI certifications or prior insurance experience is advantageous

• Interview in SG / KL