• Competitive
  • Singapour, Singapore
  • CDI, Plein-temps
  • Citibank NA
  • 17 mars 18

GCG-Insurance Specialist Manager

GCG-Insurance Specialist Manager

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18005226


The Insurance Specialist Manager (ISM) is responsible for driving insurance inceptions and develop a team of Insurance Specialists (ISes) through motivation, coaching, skills development and product knowledge development so as to obtain profitable insurance sales performance.
Other responsibilities include:
  • Training ISes to be direct sellers and wholesalers as well as in objection handling
  • Responsible for managing performance of a team of Insurance Specialists by setting clear goals and objectives involving sales targets and quality of work
  • Manage the day-to-day sales administration function (e.g. performing after-sales callbacks, KYC reviews, reviewing insurance submissions, handling deviation requests, etc.), operational performance reporting, tracking insurance submissions and inceptions and advising senior management on maximizing sales performance of bankers
  • Responsible for the planning, recruitment, direction, organization and control of Insurance Specialists; includes ensuring Insurance Specialists strict adherence to Scorecard
  • Responsible for monitoring the performance of the Insurance Sales Specialists by establishing a system of reports and communications including  sales reports, regular sales meetings, regular one-to-one coaching, mid-year and year-end sales appraisals and joint fieldwork with the Insurance Specialists


The ideal candidate will fit the following requirements:
  • Degree qualifications
  • At least 5 years sales experience in an insurance company or a financial institution in managing a sales team
  • Familiar with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
  • Familiar with High Net Worth products
  • Possess proven sales management record
  • Strong desire to achieve and have disciplined approach to sale management
Singapour, Singapore Singapour Singapore SG