Bancassurance Advisor

Reposted 8 Hours Ago
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Areia, Paraíba
In-Office
Junior
Financial Services
The Role
The Bancassurance Advisor delivers sales targets by providing tailored financial advice. Responsibilities include driving sales campaigns, supporting team activities, and ensuring compliance in the sales process.
Summary Generated by Built In

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Responsibilities:

· Deliver personal and branch Banca sales target by providing financial advice according to client’s needs and profile.

· Support Team Head / Group Sales Manager in driving referrals and branch activities.

· Drive / execute Banca sales campaign, provide product training and other related activities.

· Responsible and accountable on sales process, governance and compliance matter

Job Requirements:

· A recognized diploma / degree in any field. Must possess PCE & CEILI qualification

· Minimum 2-3 years of working experience in Insurance Sales for High Net Worth customer segment.

· Passionate about sales & possess strong commitment to achieve sales target

· Has good interpersonal skills with the ability to communicate at all levels

· A team player; proactive, outgoing, performance driven and flexible to changes

· Enjoy meeting people and influential in sales

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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The Company
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.



Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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