Job Summary
Our Insurance Specialists help clients navigate significant life and business changes by simplifying complex insurance solutions to protect and grow their wealth. You’ll conduct fact finding and insurance need analysis for clients and ensure prompt advise and solutions are offered to clients. You’ll execute a systematic review process for existing policyholders.
Our Insurance Specialist will partner with Relationship Managers in achieving the target number of referrals and sales conversion. They’ll provide regular training, workshops and case-studies to deliver on product knowledge, insurance proposition, processes and sharing of new ideas to Relationship Managers.
About our Wealth and Retail Banking business
We service more than 13 million individuals and small businesses, with a focus on the affluent segment which encompasses Private Banking, Priority Private, Priority Banking, and Premium. In the mass retail space, we're focused on emerging affluent clients who will progress in their wealth journey with us and form the pipeline of future affluent clients.
We’re a leading wealth manager in Asia, Africa and the Middle East, and our deep local presence and international network enables us to capture the strong structural tailwinds which are driving cross-border wealth flows. Our comprehensive product propositions span across deposits, payments, financing, advisory, investments and bancassurance.
We’re investing USD $1.5 billion in our Affluent banking business. Our investment focuses on affluent frontline teams, wealth and digital platforms, and client centres, as well as brand and marketing, to drive growth. You’ll join a growing franchise within Standard Chartered Group.
Key Responsibilities
- Conduct fact finding, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
- Ensure a systematic review process for existing policyholders.
- Work with Relationship Managers in achieving the target number of sales, referrals and conversion.
- Train the Relationship Managers via regular training, workshops and case-studies to deliver product knowledge, insurance proposition/pitch, processes and sharing of new ideas.
- Generate ideas and action plan on increasing sales activity and other relevant financial drivers.
Skills and Experience
- Good in insurance concepts and product knowledge.
- Experience in insurance sales is preferred.
- Good command in business communication skills.
- 8+ years of relevant sales experience in a bank.
- M5, M5A, M8, M8A, M9, M9A and Health Insurance (HI) certification is preferred.
About Standard Chartered
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
What We Offer
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
- In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.
Visit our careers website to learn more about us: www.sc.com/careers.
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