Insurance Specialist
OCBC Bank(1 month ago)
About this role
An Insurance Sales Specialist at OCBC sells life insurance products within Retail Banking, helping customers protect their futures by recommending tailored insurance solutions. The role focuses on building customer relationships, supporting frontline sales, and ensuring offerings align with market and regulatory developments to meet business targets.
Required Skills
- Sales Strategy
- Coaching
- Product Knowledge
- Sales Support
- Sales Analysis
- Compliance Review
- Analytical Skills
- Relationship Building
- Financial Planning
- English
+2 more
Qualifications
- Bachelor's Degree (Finance/Business/Economics/Accounting)
- Insurance License
- CFP
- CFMP
- Macao ID
About OCBC Bank
ocbc.comDiscover a world of financial services with OCBC, the best trusted and established Singapore bank. Explore our range of banking solutions today.
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