Wealth Protection Specialist
Job Description:
- Establish and define the customer's protection needs
- Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
- Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers existing protection portfolio.
- Liaise with internal departments on policy fulfilment
- Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
Qualifications and Skills:
- 2 years of relevant experience in bancassurance or telemarketing
- Possess CFMAS, M9, M9A, M5, and HI certifications
- Package consist of base salary
- Leads will be provided
Kindly apply online or send your application to [Confidential Information]
EA: 15C7572
ID: R23115267
