Financial Protection Advisor, Personal Financial Services
Join us today as our Financial Protection Advisor
- Whether you are graduating soon or thinking of career advancement within the banking space, why not explore with UOB?
- As a financial protection advisor, you can expect to embark on an exciting and rewarding career track with an attractive remuneration scheme
- Either by providing accurate financial advisory to customers as an individual contributor or should you do well as an individual contributor, you may be selected to advance your milestone as a team manager whose responsibility is to manage and lead a team of financial protection advisors.
What are my Job Responsibilities
- Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels
- Acquire new customers through active participation in road shows and telemarketing
- Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements
Do you have what it takes?
- Results-oriented and driven
- Competent in engaging existing customers on financial planning
- Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI)
- Possess at least a Diploma from a recognized institution
- Sales personnel with track records strongly preferred
- Candidates with minimum 1 year of insurance sales experience will be given priority
- Fresh graduates who possess strong sales attributes may be considered
- Regulatory License: CMFAS M5, M9, M9A and HI
- Professional Certifications: –
- Other Requirements: Local polytechnic diploma or degree in any field
- Business Function: Personal Financial Services
- Department: Personal Financial Services / Bancassurance
- Client Segment: Consumer
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ExperienceLess than 1 Year