Bancassurance Specialist

  • 60K (nego) + Commissions
  • Singapore
  • Permanent, Full time
  • PERSOL Singapore (a division with Capita Pte ltd) , EA Licence No: 01C4394
  • 20 Dec 17 2017-12-20

Bancassurance Specialist. Our client is a renowned bank with strong presence in Asia Pacific.

Our client is a renowned bank with strong presence in Asia Pacific.

Responsibilities and Duties:

·         Working with Relationship Managers in managing bank clients’ insurance portfolio.

·         Understand the clients’ needs in the areas of financial planning, legacy planning, investments, retirement plans and provide suitable insurance or financial products to fulfil their needs.

·         High proficiency in cross-selling Insurance products such as Life/ILP and Universal Life (optional).

·         Actively participate in bank-wide campaigns and branch initiatives.

·         Need not source out for new clients.



·         Degree/Diploma holder in Business Administration, Finance or related disciplines.

·         Must have sales experience in insurance sales.

·         Sales driven and result oriented.

·         CFP/ AWP/ ChFC certified candidates will be preferred.


If you meet the above criteria, please email your detailed CV in word format to


Please include the following details in your resume:
• Last drawn salary
• Expected salary
• Notice Period / Availability


We regret that only shortlisted candidates will be notified.


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