Insurance Solution Specialist

Job Purpose:

Insurance Solution Specialist is responsible for driving and closing insurance business through close partnership with Wealth Relationship Managers (RMs). While RMs retain ownership of the overall client relationship, the Insurance Solution Specialist is responsible for leading insurance advisory, solution recommendation, sales conversion, and deal closure, and is accountable for achieving assigned insurance sales targets.

Job Description:

• Partner with Wealth Relationship Managers (RMs) in client engagements as the Insurance Solution Specialist and sales lead for insurance opportunities.
• Own and manage the end-to-end insurance sales cycle, including prospect qualification, needs analysis, solution recommendation, and lead client engagements from advisory discussions through to successful sales conversion and policy issuance.
• Convert qualified opportunities into completed insurance sales and achieve assigned insurance revenue and business targets.
• Follow up proactively with clients and stakeholders to drive timely sales conversion and case completion.
• Collaborate closely with Wealth RMs while respecting RM ownership of the overall client relationship.
• Ensure all insurance sales activities comply with regulatory requirements, Bank policies, and insurer guidelines.

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or related disciplines.

• At least 5 years of experience in insurance advisory, insurance sales, bancassurance, wealth management, or financial planning.

• Strong understanding of life insurance, investment-linked insurance, protection solutions, retirement planning, and wealth transfer strategies.

• Proven track record in achieving insurance sales targets.

• Investment Consultant License IC Complex or IP. / Life Insurance Broker License (LIB) / Non-life Insurance Broker License (NIB)

• Strong influencing and stakeholder management skills.

• Consultative and client-centric approach.

Required Competencies and Skills:

• Sales and service
• Negotiation Skills
• Conflict Management skills
• Products Knowledges

*Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.