Wealth Protection Specialist

TALENT EDGE RECRUITMENT LLP

Islandwide
Sgd 3,500 - 6,000 / monthly pm
On-site
Wealth management
Sales
Market trend analysis
Wealth Protection Specialist Job Description: Establish and define the customer’s protection needs Analyze customer financial situations to identify opportunities for recommendations and mitigate risks Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio. Liaise with internal departments on policy fulfilment Achieve channel bancassurance targets in partnership segments through telemarketing and referrals Qualifications and Skills: 2 years of relevant experience in bancassurance or telemarketing Possess CFMAS, M9, M9A, M5, and HI certifications Package consist of base salary Leads will be provided Kindly apply online or send your application to felicialim@talentedge.com.sg EA: 15C7572 ID: R23115267

Job Summary

  • sg EA: 15C7572 ID: R23115267

Matching Summary

Match Score: 85

Wealth Protection Specialist Job Description: Establish and define the customer’s protection needs Analyze customer financial situations to identify opportunities for recommendations and mitigate risks Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio. Liaise with internal departments on policy fulfilment Achieve channel bancassurance targets in partnership segments through telemarketing and referrals Qualifications and Skills: 2 years of relevant experience in bancassurance or telemarketing Possess CFMAS, M9, M9A, M5, and HI certifications Package consist of base salary Leads will be provided Kindly apply online or send your application to felicialim@talentedge.com.sg EA: 15C7572 ID: R23115267

Salary

SGD 3,500 - 6,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Sales
  • Market Trend Analysis
  • Prospection
  • Telemarketing

Nice-to-have

  • Financial Planning
  • Sales Hiring
  • Bancassurance
  • Investment Management
  • Insurance Sales
  • Client Rapport
  • Life Insurance
  • Market Development
  • Regulatory Requirements
  • Health Insurance
  • Insurance Policy
  • Insurance
  • Financial Services
  • Able To Work Independently
  • Salary Negotiation

Key Requirements

  • Minimum 2 years experience

Work Rights

Tailored Resume

Cover Letter