Job description

Key Responsibilities:

• Advise clients on insurance and financial planning based on their unique needs.
• Conduct comprehensive financial analyses to develop customised solutions.
• Cultivate and maintain strong client relationships through regular engagement.
• Proactively prospect for new clients using company-provided platforms, resources and networking avenues.
• Stay updated on industry trends and regulatory changes to provide informed recommendations.
• Meet and exceed sales targets while upholding professionalism and integrity.

Qualifications & Requirements:

Proficiency in Insurance: Strong understanding of insurance products and policies.

Finance Background: Knowledge of financial planning, investment strategies, and risk management.

Excellent Communication & Customer Service Skills: Ability to engage clients and explain complex financial concepts.

Analytical & Strategic Thinking: Ability to assess financial data and provide sound advice.

Strong Interpersonal & Relationship-Building Skills: A client-first approach to advisory services.

*Mid-career switchers are welcome to apply

Certifications & Licensing:

• Relevant qualifications in insurance and financial advisory are a plus.
• Industry Experience: Prior experience in financial advisory, insurance sales or wealth management is preferred.
• Mandatory 75 day training 

Eligibility:

• Open to Singaporeans & PRs only (FAA-N13 Requirement)
• Min. DOB March 2004
• Minimum local polytechnic diploma or Bachelor’s degree in Finance, Business or a related field.