Insurance Specialist (Priority Banking) | Up to $15k + Comms [CSRE]

Insurance Specialist

• Salary: Up to $15k + Commissions (proven achievements)
• Mon - Fri

The Requirements:

• Proven achievement in Insurance sales & 4 years relevant sales experience in a bank.
• Have M5, M5A, M8, M8A, M9, M9A and HI certification
• Wealth of Insurance concepts & Product knowledge

Key Duties:

• Accountable for expanding the portfolio and building strong relationships with customers and branches/hubs, while achieving both hub revenue and personal sales targets.
• Collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers.
• Analyse customers’ personal financial situation and identify their needs in financial services; recommend life insurance products and investment-linked products to best suit their needs.
• Foster customer engagement by organizing meetings to discuss insurance offerings and raise awareness.
• Conduct fact find, insurance need analysis for clients and ensure prompt advice and solutions are offered to clients.
• Generate ideas and action plans on increasing sales activity and other relevant financial drivers.
• Handle the complete process of insurance applications and address any aftersales concerns from clients.
• Comply with all applicable money laundering prevention procedures and report any suspicious activity to the Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
• Adhere strictly to the FAA & good practices guideline, including attending weekly/monthly coaching, meetings & obtaining the required CPD hours.

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