• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 25 Sep 17

GCG - Bancassurance Specialist

GCG - Bancassurance Specialist

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17053307


Description


The Bancassurance Specialist will support the Relationship Managers and Personal Bankers in evaluating customers' needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.

The incumbent will design and recommend strategies to meet the objectives of the customers.

He/she will work closely with the Relationship Managers and Personal Bankers to identify opportunities coach them on insurance concepts and products and meet their customers.

Qualifications

The ideal candidate will fit the following requirements:
  • Degree qualifications
  • At least 2 to 5 years sales experience in an insurance company or a financial institution
  • Familiar with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
  • Possess proven sales record
  • Strong desire to achieve and have a disciplined approach to sales