- Role Overview:As an Insurance Specialist, you will drive life insurance sales by collaborating with banking partners to provide bespoke financial protection and wealth solutions for clients.Key Responsibilities:Strategic Advisory: Design and present customized life insurance plans aligned with client-specific financial goals.Partnership: Work closely with Branch Staff and Relationship Managers to convert internal leads into successful insurance placements.Role Overview:As an Insurance Specialist, you will drive life insurance sales by collaborating with banking partners to provide bespoke financial protection and wealth solutions for clients.Key Responsibilities:Strategic Advisory: Design and present customized life insurance plans aligned with client-specific financial goals.Partnership: Work closely with Branch Staff and Relationship Managers to convert internal leads into successful insurance placements.
