Wealth Protection Specialist

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 [email protected]

EA: 15C7572
ID: R23115267