Insurance Solution Specialist, Wealth Client Coverage 2 TH
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Key details
- Location
- Thailand
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 3w ago
Skills
needs analysis
About the role
- Partner with Wealth Relationship Managers (RMs) in client engagements as the Insurance Solution Specialist and sales lead for insurance opportunities.
- Own and manage the end-to-end insurance sales cycle, including prospect qualification, needs analysis, solution recommendation, and lead client engagements from advisory discussions through to successful sales conversion and policy issuance.
- Convert qualified opportunities into completed insurance sales and achieve assigned insurance revenue and business targets.
- Follow up proactively with clients and stakeholders to drive timely sales conversion and case completion.
- Collaborate closely with Wealth RMs while respecting RM ownership of the overall client relationship.
- Ensure all insurance sales activities comply with regulatory requirements, Bank policies, and insurer guidelines.
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