Senior Insurance Specialist - Private Banking (High-Net-Worth Clients)

Responsibilities

• Assist the sales team with sales development and implementation in achieving their business objectives
• Submit/ liaise applications with insurers
• Assist in proper documentation and maintenance of each application
• Familiar with insurance product/ services and banks' credit procedure
• Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement
• Handle enquiries from internal and external customers
• Participate in internal & external continuous training/ learning programs
• Participate in general improvement of internal process
• What you need to have:
• Degree with at least 6-8 years' experience in Sales/ Business Development with direct experience the private banking, Securities, Asset Management or Insurance industry as a Relationship Manager/ Insurance specialist in the High-Net-Worth segment.
• Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products
• Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe
• Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships
• A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.
• We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company's Privacy Policy.
• https://goodjobcreations.com.sg/en/privacy-policy/
• EA Personnel Name: Gabriel Tan
• EA Personnel Reg. No.: R22104076
• EA Licence No.: 07C5771

Additional Information

JOB ID: 1398779

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