Bank Insurance Specialist

Responsibilities

· Develop and maintain strong relationships with bank clients, driving sales of insurance products through proactive outreach and regular follow-up to ensure customer satisfaction and retention

· Conduct customer needs analysis to identify gaps and ensure that customer needs are met with insurance solutions that align with their financial goals.

· Stay up to date with the latest product offerings and market trends to effectively promote solutions that deliver optimal value.

· Identify new business opportunities and expand the bancassurance channel through effective networking, prospecting, and leveraging existing relationships with bank partners.

· Build a pipeline of leads and convert them into long-term clients.

· Meet and exceed sales targets and KPIs, contributing to the overall growth and profitability of the bancassurance division.

· Ensure proper advisory procedures and documentation while adhering to all regulatory requirements, business processes and company policies

Requirements

· Minimum 2 years of experience in bancassurance, financial sales, or insurance advisory

· Experience in managing client relationships and achieving sales targets is highly preferred.

· Possess diploma or degree with relevant financial/ CMFAS certifications

We regret that only shortlisted candidates will be notified.

EA Personnel: Linda Lim| EA Personnel No: R1221302 | EA License No:02C4944 | HP 8092 7381