Insurance Specialist (Banking)

OU Health; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

A prominent client in the banking sector is seeking to expand its team of insurance specialists. The role involves conducting financial needs analysis and providing tailored financial product advice to clients. Candidates should possess a diploma and have relevant experience in wealth management or insurance sales, demonstrating strong communication skills to engage effectively with clients.

Qualifications

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

Responsibilities

• Conduct financial needs analysis to understand customers' financial goals.
• Provide financial product advisory to bank clients based on their needs.
• Adhere to compliance and regulatory standards.

Skills

Effective communication

Education

Diploma

Job description

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

role & responsibility

• 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 organised by the firm

skills and experience required

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

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

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:11C5502/R2199597)