High Net Worth Insurance Specialist

Role Overview:

We are seeking an experienced and dynamic sales professional to drive our High Net Worth (HNW) insurance business. This role focuses on curating bespoke HNW insurance solutions, empowering our advisers and external partners through training, and implementing strategies to grow HNW insurance sales across multiple channels.

Responsibilities:

Curate HNW Insurance Solutions

• Research, analyze, and onboard specialized HNW life insurance products tailored for affluent clients.
• Stay ahead of market trends and competitor offerings to ensure a best-in-class product suite.

Drive Business Growth

• Identify and develop new business opportunities within the HNW segment.
• Collaborate with internal teams and external partners to execute targeted marketing and sales strategies.

Training & Enablement

• Conduct regular and ad-hoc engagement sessions for advisers and partners to enhance product knowledge and sales effectiveness.
• Develop training materials and best practices for HNW insurance advisory.

Relationship Management and Client Servicing

• Build and maintain strong relationships with key stakeholders, including financial advisers, distribution partners, insurers and end clients.
• Provide prompt and effective support to sales channels and end clients.

Compliance & Governance

• Ensure all activities comply with MAS regulations and internal policies.

Requirements:

• Degree in any discipline
• Minimum 2 years of experience in life insurance sales, preferably in HNW insurance sales
• CMFAS certifications (Modules 5, 9, 9A & Health Insurance)
• Strong understanding of HNW client needs and bespoke insurance solutions
• Excellent communication, presentation, and interpersonal skills
• Motivated, proactive, and able to work independently and collaboratively
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.