Insurance Specialist (Banking)

National Association of Mutual Insurance Companies; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank seeks insurance specialists to expand their team. You will conduct financial needs analyses, provide tailored financial product advice to clients, and uphold compliance standards. Ideal candidates should have a Diploma and at least one year in wealth management or insurance sales, equipped with strong communication skills.

Qualifications

• Minimum 1 year of wealth management / insurance sales experience.
• Effective communication skills required.

Responsibilities

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

Skills

Communication Skills

Education

Minimum 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

• 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 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.

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