Business Function DBS has embarked on an exciting joint financial planning program with Manulife. Become an Insurance Consultant and serve the bank’s customers by providing trustworthy, reliable, and innovative financial solutions to them. Help the customers make informed decisions about their finances to achieve their financial milestones in life. Do all this while being rewarded with an attractive compensation program that is competitive within the financial advisory industry!
Whether you come from a relevant background or have no prior experience, we welcome those with a passion in financial planning to apply! What’s unique about this role?
Enjoy the best of being able to work flexibly as self-employed agent while having the support of the bank to be successful in the role
Fully commission-based role
Leverage on advanced, world-class tools and established infrastructures to be able to serve the needs of the customers well
We are looking for someone with:
A degree in any discipline
A willingness to work on a flexible schedule that includes weekends
A passion for banking and insurance
Excellent communication and listening skills
Confidence and Presentation skills
Ability to explain complex information clearly and simply
Fulfilling and varied, a typical workday might look like this
Insurance Consultants will be provided with prospective customers to engage through tele-calls, tele-appointments, and/or outreach programs
Set up appointments to meet prospective customers, understand their needs and recommend suitable insurance solutions
Conduct subsequent reviews with client to ensure their evolving needs are met
Ensure the advisory process is fully compliant with the bank’s standards and guidelines
Conduct yourself professionally with utmost integrity and deliver service standards in line with the Bank’s values
Achieve Key Performance Indicators (KPIs) and Balanced Scorecard set by the bank.