Insurance Specialist
SG, Singapore
Job Description
The Role:
The role involves identifying client needs, explaining available coverage options, and recommending suitable plans. Advisors manage both inbound and outbound sales, build and maintain client relationships, and provide after-sales support to ensure customer satisfaction. They are also accountable for achieving sales targets, staying updated on industry regulations, and maintaining compliance with company policies.
Responsibilities:
You will acquire clients either at Lite (Road Show) OR Hybird Actively develop new client relationships and prospect for new business opportunities. Provide a financial advisory through offering wealth management solutions such as
insurance, investment
Build close long-term relationships/rapport with existing clients. Conduct regular followup with existing and potential customers to assess their
financial needs
Requirements:
Min. Local Diploma/Degree required to take CFMAS certifications Min 1 year of sales experience in any industry/ Financial sales industry
Registration No: R23116570
EA License No: 12C6295
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Job Detail
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Job IdJD1605233
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSG, Singapore
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EducationNot mentioned