Bancassurance Specialist Team Head
UOB · Central Region (City Area)
Full-timeonsiteseniorSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role seeks an experienced Bancassurance Sales Team Lead to manage and motivate a team of insurance specialists. The successful candidate will drive insurance sales through the bank's retail and wealth channels, focusing on achieving targets and fostering strong partnerships. This position requires developing sales strategies, monitoring performance, and ensuring compliance while delivering excellent customer outcomes through needs-based financial advice.
หน้าที่ความรับผิดชอบ / Responsibilities
- Lead and coach a team of Bancassurance Specialists to meet sales goals
- Build strong relationships with internal and external partners for business growth
- Develop and implement sales strategies to increase insurance penetration
- Monitor sales performance and provide guidance to maximize results
- Assist with complex client needs for holistic financial planning
- Ensure compliance with all regulatory and bank governance requirements
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, or a related field
- 5-8 years of experience in Bancassurance, Insurance, or Wealth Management
- Proven success in achieving insurance sales targets
- Experience leading and developing sales teams
- Strong knowledge of life insurance and investment products
- Excellent stakeholder management and relationship-building abilities
ทักษะที่ต้องการ / Required skills
- Bancassurance
- Sales Leadership
- Team Coaching
- Wealth Management
- Life Insurance
- Investment Products
- Regulatory Compliance
- Stakeholder Management
- Financial Advisory
- Sales Strategy
ทักษะเพิ่มเติม / Nice to have
- CMFAS M5
- CMFAS M5A
- CMFAS M9
- CMFAS M9A
- CMFAS HI
- Affluent Client Management