Insurance Specialist (Associate Director)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial services company in Singapore is seeking an experienced sales professional with over 8 years in the banking industry. The role involves collaborating with Relationship Managers, providing expert advisory services on insurance products, and ensuring compliance with regulatory requirements. Candidates must possess valid insurance certifications and have a proven track record with high-net-worth clients. Excellent communication and interpersonal skills are essential, along with a strong understanding of insurance concepts.

Qualifications

• Minimum 8 years of relevant sales experience within the banking industry.
• Proven track record in insurance sales, preferably within a bancassurance or wealth management environment.
• Strong expertise in premier insurance solutions such as Universal Life.

Responsibilities

• Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions.
• Conduct regular training sessions to enhance knowledge of products and sales strategies.
• Develop innovative ideas to drive sales activities and improve financial metrics.

Skills

Insurance sales experience

Client relationship management

Communication skills

Interpersonal skills

Understanding of insurance concepts

Education

Valid insurance certifications

Job description

Key Responsibilities:

• Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions.
• Conduct regular training sessions, workshops, and case studies to enhance Relationship Managers’ knowledge of insurance products, sales strategies, and process execution.
• Develop innovative ideas and actionable plans to drive sales activities and improve key financial metrics.
• Provide expert advisory services on Universal Life and other tailored Premier Bancassurance products.
• Offer comprehensive wealth solutions to clients, including retirement planning, endowment planning, and wealth accumulation strategies.
• Ensure strict adherence to all regulatory and compliance requirements as stipulated by the Bank and relevant external authorities.

Requirements:

• Minimum 8 years of relevant sales experience within the banking industry.
• Possess valid and relevant insurance certifications.
• Proven track record in insurance sales, preferably within a bancassurance or wealth management environment.
• Demonstrated success in serving high-net-worth (HNW) clients, with strong expertise in premier insurance solutions such as Universal Life.
• Strong understanding of insurance concepts and in-depth product knowledge.
• Excellent communication and interpersonal skills.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [e-mail]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.