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
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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