
Investment Insurance Specialist
1 day ago
This role involves managing and selling insurance products to clients through our various channels.
As a key member of our team, you will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.
- Develop new business opportunities through networking and referrals.
- Achieve sales targets and contribute to the overall targets with self and team.
Responsibilities:
- Assess clients' insurance needs and provide suitable recommendations.
- Explain insurance policies and coverage options to clients clearly and effectively.
- Conduct regular follow-ups with clients to ensure satisfaction and retention.
Requirements:
- Bachelor's degree in finance or a related field.
- Proven experience in sales, preferably in the banking or insurance industry.
- Strong knowledge of insurance products and services.
- Excellent communication and interpersonal skills.
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