HNW Life Insurance Broker (Director), Singapore — HNW Insurance & Wealth Solutions

Ethos BeathChapman · Singapore · Full time
Posted 19d ago

HNW Life Insurance Broker (Director), Singapore — HNW Insurance & Wealth Solutions

Ethos BeathChapman
Singapore

·

Full time

~$120k - $180k(Estimated)
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KEY POINTS WE FOUND
  • Prospect new business through sales and marketing activities.
  • Develop and maintain relationships with clients to understand their insurance needs.
  • Provide clients with sound advice on insurance products and ensure compliance with regulatory requirements.

About the role
The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.
 
Key Accountabilities

  • Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
  • Develop and maintain relationships with clients and understand their insurance needs
  • Provide clients with sound advice on insurance products and recommend suitable solutions
  • Ensure compliance with regulatory requirements and industry standards
  • Work closely with insurance underwriters to secure the best terms and coverage for clients

Key Skills and Requirements

  • Bachelor’s degree in business or finance
  • Minimum 5 years of experience within the banking and financial services industry
  • Excellent communication and interpersonal skills
  • Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
  • Strong sales track record

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

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Skills

0 of 9 matched
Client needs analysisClient relationship managementCross-sellingInsurance productsOrganisational skillsRegulatory complianceRelationship buildingSales and marketingStrategic planning

Licenses & certifications

0 of 2 matched
Financial planning certificationInsurance broker licence

Ethos BeathChapman

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HNW Life Insurance Broker (Director), Singapore — HNW Insurance & Wealth Solutions | Ethos BeathChapman | Australian Ageing Agenda