Insurance Specialist

We are seeking an experienced Offshore Insurance Specialist to support and grow our international insurance business based in Singapore. To succeed in this role, applicants must possess a strong understanding of insurance products and regulations in Singapore as compared to those available offshore, along with excellent presentation skills to effectively engage overseas advisers and international clients.

Job responsibilities:

• Act as a subject matter expert on offshore insurance solutions, with a strong understanding of insurance products, offshore business frameworks, international markets, and cross-border regulatory environments.
• Advise clients on life, wealth accumulation, legacy planning, and protection strategies tailored to offshore client needs.
• Build and manage trusted relationships with overseas advisers, intermediaries, and clients.
• Stay up to date on the firm’s full suite of insurance products, offshore offerings, regulatory developments, and market trends.
• Deliver clear and confident presentations of insurance solutions to diverse international audiences in a dynamic, global environment.
• Generate ideas and develop actionable plans to increase sales activity and effectively market insurance solutions to the offshore audience.
• Support client onboarding, policy servicing, renewals, and claims processes.
• Maintain accurate records and client documentation.

Requirements:

• Diploma or Bachelor's degree in any discipline. CFP/AFP candidate preferred.
• Self-motivated, proactive and have a strong sense of ownership. With the ability to work both independently and as a team player.
• Excellent presentation, communication, organisational, and interpersonal skills with a strong attention to detail.
• Fluent in Mandarin to effectively communicate, negotiate, and present to Mandarin-speaking clients and partners in key regional markets.
• Knowledge of insurance products, regulations, and industry best practices.
• Licensed in life insurance and general insurance.
• Experience in handling offshore clients preferred.