Sales Consultant

PRIVATE CLIENT SERVICES BY MERCER PTE. LTD.; Singapore; Presencial; SGD 90.000 - 150.000; Jornada completa

Descripción de la vacante

PRIVATE CLIENT SERVICES BY MERCER PTE. LTD. in Singapore is seeking a seasoned Sales/Business Development professional to join our Private Banking team as a Relationship Manager/Insurance Specialist for the High Net Worth segment.

You will promote life insurance products and manage ultra-HNW client relationships. You will liaise with insurers, prepare policy contracts, and coordinate with global partners. Strong presentation and communication skills are essential to drive growth and maintain

Formación

• Degree with at least 6-8 years’ experience in Sales/ Business Development in HNW private banking/ securities/ asset management or insurance.
• Proven sales track record in promoting Universal Life and/or other life insurance products.
• Global growth mindset with technical proficiency in HNW products and services and ability to work across the globe.
• Strong presentation skills and client-facing experience with existing ultra HNW client relationships.
• Team player with excellent interpersonal, communication and negotiation skills.

Responsabilidades

• Assist the sales team with sales development and implementation in achieving business objectives.
• Submit/ liaise applications with insurers.
• Assist in proper documentation and maintenance of each application.
• Familiar with insurance products/services and banks’ credit procedures.
• Perform administrative tasks such as organizing medical examinations and logistics for new leads, preparing insurance forms and policy contracts, and handling client reimbursements.
• Handle enquiries from internal and external customers.
• Participate in internal & external continuous training/learning programs.
• Participate in general improvement of internal processes.

Conocimientos

Relationship management

Sales

Communication skills

Presentations

Team player

Educación

Bachelor degree or higher in relevant field

Descripción del empleo

Key Responsibilities:

• Assist the sales team with sales development and implementation in achieving their business objectives


• Submit/ liaise applications with insurers


• Assist in proper documentation and maintenance of each application


• Familiar with insurance product/ services and banks’ credit procedure


• Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client’s reimbursement


• Handle enquiries from internal and external customers


• Participate in internal & external continuous training/ learning programs


• Participate in general improvement of internal process

Requirements:

• Degree with at least 6-8 years’ experience in Sales/ Business Development with direct experience the private banking, Securities, Asset Management or Insurance industry as a Relationship Manager/ Insurance specialist in the High Net Worth segment.


• Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products.


• Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe.


• Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships.


• A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies.