Insurance Specialist at Oversea Chinese Banking Corp

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Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

0.0

Posted On

09 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Sales, Customer Relationship Management, Analytical Skills, Problem-Solving, Financial Planning, Regulatory Compliance, Training, Coaching, Sales Strategy, Sales Analysis, Team Collaboration, Attention to Detail, Life Insurance Knowledge, Sales Support, Market Trends, Communication Skills

Industry

Banking

Description

WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Insurance Specialist Why Join Helping people protect what matters most to them is a rewarding career. As an Insurance Specialist at OCBC, you'll have the opportunity to make a real difference in people's lives by providing them with peace of mind and financial security. You'll be part of a team that's dedicated to delivering exceptional customer experiences and building long-term relationships. How you succeed To succeed in this role, you'll need to take the time to truly understand our customers' needs and desires. You'll work closely with them to identify their insurance needs and provide tailored solutions that meet their individual circumstances. You'll also need to stay up-to-date with industry trends and developments to ensure that you're always providing the best possible advice. What you do Your day-to-day responsibilities will include: Devise, plan and implement Insurance sales strategy and initiatives to achieve business target for the Retail Banking Provide training and coaching to frontline sales staff on insurance product knowledge and selling skills and any updates on regulatory requirements Provide pre-case study and joint-call support frontline sales staff to close sales Perform sales analysis and planning with close monitoring of sales activities and trend Assist in reviewing compliance insurance-related work to ensure regulatory requirements are met Who you are Bachelor degree holder in Finance, Economics or related fields Broad understanding of banking services, insurance solutions and all aspects of financial planning strategies and concepts. Strong analytical skills and attention to detail. 5 - 8 years of experience in Life Insurance business with main focus on Sales Role Relevant Insurance license, with CFP / CFMP designations most preferred Strong analytical and problem-solving skills Ability to work independently and as part of a team Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. What we offer: Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.

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Responsibilities

As an Insurance Specialist, you will devise and implement insurance sales strategies to achieve business targets while providing training and support to frontline sales staff. You will also conduct sales analysis and ensure compliance with regulatory requirements.