Financial Advisor
2 weeks ago
As a Standard Chartered Insurance Specialist, you will be responsible for offering comprehensive bancassurance advice tailored to client needs. This involves supporting the Affluent Distribution, Business Banking, and Personal Banking teams in driving insurance sales. Your key objective will be to provide exceptional customer service while managing operational risk and regulatory requirements.
The ideal candidate will be responsible for:
- Selling a variety of Bancassurance life insurance products to existing and potential bank customers.
- Offering personalized financial advice based on customer needs.
- Collaborating with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
- Planning and executing bancassurance sales activities.
- Developing a strong understanding of bancassurance products.
- Achieving assigned sales targets and other key metrics as outlined in the scorecard.
- Assisting in handling client inquiries and resolving issues related to insurance products.
- Adhering to Wealth Solution policies and procedures governing insurance transactions.
- Ensuring complete and accurate documentation for all sales transactions in compliance with internal guidelines and regulatory requirements.
Key Requirements
- Degree or Diploma in any discipline.
- Minimum banking sales experience of 2 years with a proven track record of results.
- Knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
- Possession of PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role.
- Strong sales drive.
- Great interpersonal skills with the ability to communicate effectively with all parties.
- Collaborative team player with a strong performance orientation and willingness to travel.
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