Wealth Protection Specialist

Wealth Protection Specialist

Job Description:

  • Establish and define the customer’s protection needs
  • Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
  • Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio.
  • Liaise with internal departments on policy fulfilment
  • Achieve channel bancassurance targets in partnership segments through telemarketing and referrals

Qualifications and Skills:

  • 2 years of relevant experience in bancassurance or telemarketing
  • Possess CFMAS, M9, M9A, M5, and HI certifications
  • Package consist of base salary
  • Leads will be provided


Kindly apply online or send your application to felicialim@talentedge.com.sg

EA: 15C7572
ID: R23115267