Insurance Specialist (Banking)

Ohio Society of CPAs; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

A leading bank is seeking an insurance specialist to join their expanding team. The position involves conducting financial needs analyses, providing tailored financial advice, and adhering to compliance standards. Candidates should possess a Diploma and at least 1 year of relevant experience in wealth management or insurance sales.

Qualifications

• Minimum Diploma required.
• Minimum 1 year of wealth management / insurance sales experience.
• Good effective communication skills.

Responsibilities

• Conduct financial needs analysis to understand customers' financial goals.
• Provide financial product advisory to bank clients according to their needs.
• Adhere to compliance and regulatory standards.
• Engage in networking and marketing campaigns organized by the firm.

Skills

Effective communication

Education

Diploma

Job description

The client we are partnering with is one of the world's leading banks, and they are looking to expand their team of insurance specialists to support their relationship managers.

Role & Responsibilities

1. Conduct financial needs analysis to understand customers' financial goals.
2. Provide financial product advisory to bank clients according to their needs.
3. Adhere to compliance and regulatory standards.
4. Engage in networking and marketing campaigns organized by the firm.

Skills and Experience Required

1. Minimum Diploma required.
2. Minimum 1 year of wealth management / insurance sales experience.
3. Good effective communication skills.

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at 68183141 or for more information.

EA Licence No: 11C5502 | EAP Registration No: R2199597