Health Insurance Specialist
Core
Generate qualified customer referrals and deliver sales of Bupa Global SCB international private medical insurance to high-net-worth customers at Standard Chartered Bank.
Role type
Sales specialist (bancassurance/private medical insurance)
Builds
International private medical insurance policies for Priority Private and high-net-worth customers
Domain
Financial services / Health insurance
Required skills
consultative selling, stakeholder management, sales pipeline management, product training delivery, regulatory compliance, CRM usage, negotiation, objection handling
Preferred skills
Mandarin language capability, experience in wealth management or high-net-worth environments
Technologies
CRM systems, digital sales tools
Responsibilities
Build relationships with bank relationship managers to generate referrals, conduct needs-based customer discussions, manage end-to-end sales and application journey, deliver product training to bank staff, achieve sales targets, maintain accurate sales pipeline and reporting, coordinate with underwriting and operations teams.
Seniority
Individual Contributor