Job Description

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

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