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UOB

Bancassurance Advisor

UOB

Posted

last week

Singapore, Singapore

Onsite

SGD 5K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Bancassurance Advisor promotes and sells insurance products while collaborating with client advisors. This role focuses on understanding customer needs and enhancing their financial security through advised options.

About Company

UOB is a leading bank in Asia, operating over 500 branches across multiple countries, dedicated to providing tailored financial solutions and enhancing the financial futures of its clients.

Core Requirements

  • Bachelor's degree in Finance or Business Administration
  • Certification in insurance as per regulations
  • Experience in sales or financial services
  • Strong understanding of financial products
  • Effective communication skills

Responsibilities

  • Meet clients to understand their financial goals
  • Build relationships with clients
  • Stay informed about insurance products
  • Achieve sales targets
  • Identify cross-selling opportunities
  • Ensure compliance with regulations
  • Address client queries and provide support

Benifits

  • Medical insurance

Must Have skills

Communication skillsAnalytical abilitiesProblem-solving skillsRelationship managementTeamwork

Job Keywords

bancassuranceinsurance salesfinancial servicesclient engagementsales targets

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