Our client is a leading Foreign bank looking to expand their Insurance arm by adding a Insurance Specialist to support their Priority/ Premier banking Relationship Managers in servicing high net worth clients.
You will conduct presentations and financial analysis to referred leads given by Relationship Managers.
You will cross-sell financial services to existing customers and uncover financial goals and needs of potential and existing customers.
Additionally, you will deliver sound financial advisory service and develop customised financial plans to meet customers’ protection needs.
Marketing various insurance and investment-linked products as well as establishing and maintaining long-term relationships with customers will also be expected.
Responsibilities
Proven sales track record and at least 2 years of insurance sales experience
You should have relevant accreditations, including CMFAS Modules 1, 5, 6, 8 and 9 as well as CHI and CGI.
In addition, you should possess a high drive and the ability to excel and thrive in a sales-focused environment; strong communication and interpersonal skills and an outgoing disposition.
Sucessful Insurance agents looking to move to Banking Industry are also welcomed to apply
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