Insurance Specialist

  • Negotiable
  • Singapore
  • Permanent, Full time
  • Morgan McKinley Singapore , EA Licence No: 11C5502
  • 25 Oct 17 2017-10-25

Our client is a Top Tier International Bank, looking to hire Bancassurance Specialists for their team. Relationship Managers (Personal Bankers or Priority/Premier RMs) and Insurance Agents are welcome to apply for the role. You will need to have minimum of 2 years experience in the relevant insurance field.

Our client is a Top Tier International Bank, looking to hire Bancassurance Specialists for their team. Relationship Managers (Personal Bankers or Priority/Premier RMs) and Insurance Agents are welcome to apply for the role. You will need to have minimum of 2 years experience in the relevant insurance field.



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