Insurance Specialist

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Insurance Specialist
Why Join
Imagine having the power to protect people's futures and provide them with peace of mind. As an Insurance Sales Specialist at OCBC, you'll have the opportunity to make a real difference in people's lives by providing them with the right insurance solutions. You'll be part of a team that's dedicated to helping individuals and businesses achieve their goals.
How you succeed
It starts with understanding the needs and desires of our customers. You'll need to build strong relationships with them, identify their insurance needs, and provide tailored solutions that meet their requirements. You'll also need to stay up-to-date with market trends and competitor activity to ensure you're always offering the best solutions.
What you do

·       Devise, plan and implement Insurance sales strategy and initiatives to achieve business target for the Retail Banking

·       Provide training and coaching to frontline sales staff on insurance product knowledge and selling skills and any updates on regulatory requirements

·       Provide pre-case study and joint-call support frontline sales staff to close sales

·       Perform sales analysis and planning with close monitoring of sales activities and trend

·       Assist in reviewing compliance insurance-related work to ensure regulatory requirements are met

Who you are

·       Bachelor’s degree or above in Finance, Business, Economics, or Accounting

·       5 - 8 years of experience in Life Insurance business with main focus on Sales Role

·       Relevant Insurance license, with CFP / CFMP designations most preferred

·       Minimum 5 years of sales experience in the banking services

·       Broad understanding of banking services, insurance solutions and all aspects of financial planning strategies and concepts. Strong analytical skills and attention to detail

·       Proficient in English and Chinese

·       Macao ID holder
Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.
What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.