Senior Bancassurance Advisor – Client Growth

United Overseas Bank Limited (UOB); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Asia is looking for a Bancassurance Advisor in Singapore to promote and sell insurance products while collaborating with client advisors. The ideal candidate will engage with clients, build relationships, and achieve sales targets. Responsibilities also include ensuring compliance with regulations and providing excellent customer service. A Bachelor's degree and strong communication skills are required. This role offers an opportunity to leverage banking relationships and make a difference in clients' financial security.

Qualifications

• Prior experience in sales, financial services, or insurance preferred.
• Strong understanding of financial products and markets.

Responsibilities

• Meet with clients to understand their financial goals and insurance needs.
• Build and maintain strong relationships with existing and potential clients.
• Achieve sales targets and develop strategies to maximize sales.
• Identify opportunities to cross-sell insurance products.
• Ensure adherence to regulatory requirements related to insurance sales.
• Address client queries regarding policy terms, claims, and renewals.
• Train bank staff on insurance products.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Ability to work independently and in a team

Proficient in customer service and relationship management

Education

Bachelor's degree in Finance, Business Administration, or a related field

Certification in insurance (as required by local regulations)

Job description

A leading bank in Asia is looking for a Bancassurance Advisor in Singapore to promote and sell insurance products while collaborating with client advisors. The ideal candidate will engage with clients, build relationships, and achieve sales targets. Responsibilities also include ensuring compliance with regulations and providing excellent customer service. A Bachelor's degree and strong communication skills are required. This role offers an opportunity to leverage banking relationships and make a difference in clients' financial security.