
Insurance Portfolio Manager
3 days ago
Job Overview:
We are seeking a seasoned Investment Professional to manage and sell insurance products through various channels.
Responsibilities:
- Collaborate with Relationship Managers to drive the insurance business and develop new opportunities
- Provide expertise in insurance solutions and assist clients in selecting suitable policies
- Evaluate compliance with regulatory standards and maintain accurate records of sales and client interactions
- Develop and execute sales strategies to meet targets and contribute to overall goals
- Work closely with cross-functional teams to deliver exceptional customer service and support
Requirements:
- Bachelor's degree in finance, business administration, or a related field
- Minimum 5 years' experience in life insurance sector
- Strong knowledge of insurance products and services
- Excellent communication and interpersonal skills
- Able to work independently and as part of a team
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