High Net Worth Insurance Specialist
Core
Curate bespoke High Net Worth (HNW) insurance solutions, drive sales growth across multiple channels, and enable advisers/partners through training.
Role type
Senior IC HNW insurance sales specialist
Builds
Bespoke HNW life insurance products and sales strategies
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
HNW client needs analysis, life insurance product curation, sales strategy execution, stakeholder relationship management, regulatory compliance (MAS)
Preferred skills
AI adoption, RPA, basic coding
Responsibilities
Research and onboard specialized HNW life insurance products; Identify and develop new business opportunities within the HNW segment; Conduct training sessions for advisers and partners; Build and maintain relationships with financial advisers, distribution partners, insurers, and end clients; Ensure compliance with MAS regulations and internal policies.