Bank Insurance Specialist
Job Description
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