Bancassurance Advisor
UOB · Central Region (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role involves promoting and selling insurance products to clients, collaborating with advisors to understand customer needs, and recommending suitable policies. The advisor will educate customers on various insurance options to enhance their financial security. This position requires achieving sales targets and ensuring compliance with regulatory requirements.
หน้าที่ความรับผิดชอบ / Responsibilities
- Engage with clients to understand their financial goals and insurance needs
- Stay updated on insurance products and policy changes
- Achieve sales targets and maximize opportunities
- Identify cross-selling opportunities for insurance products
- Ensure adherence to regulatory requirements and company policies
- Provide ongoing customer support regarding policies and claims
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business Administration, or related field
- Insurance certification as required by local regulations
- Prior experience in sales, financial services, or insurance
- Strong understanding of financial products and markets
- CMFAS HI - Certificate in Health Insurance - Singapore
- CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore
ทักษะที่ต้องการ / Required skills
- Communication
- Interpersonal skills
- Analytical skills
- Problem-solving
- Customer service
- Relationship management