- Prospect new business through sales and marketing activities.
- Develop and maintain relationships with clients to understand their insurance needs.
- Provide clients with sound advice on insurance products and ensure compliance with regulatory requirements.
About the role
The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.
Key Accountabilities
- Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
- Develop and maintain relationships with clients and understand their insurance needs
- Provide clients with sound advice on insurance products and recommend suitable solutions
- Ensure compliance with regulatory requirements and industry standards
- Work closely with insurance underwriters to secure the best terms and coverage for clients
Key Skills and Requirements
- Bachelor’s degree in business or finance
- Minimum 5 years of experience within the banking and financial services industry
- Excellent communication and interpersonal skills
- Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
- Strong sales track record
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.
Skills
0 of 9 matchedLicenses & certifications
0 of 2 matchedEthos BeathChapman
