Insurance Agent
3000 - 5000 SGDFull-time
PLACEMENT PROFESSIONALS
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
View email address on mycareersfuture.gov.sg
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
1. Client Advisory & Relationship Management
- Pinpoint and approach prospective clients.
- Conduct holistic financial needs analysis.
- Create tailored wealth management strategies.
- Build long-term client relationships.
- Deliver consistent portfolio evaluations and performance updates.
2. Product & Solution Structuring
- Recommend suitable solutions including Life Insurance, Health Insurance, Investment-linked Policies, Retirement Planning Solutions + Savings and Wealth Accumulation Plans
- Explain product features, risks, and benefits clearly
3. Compliance & Documentation
- Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore).
- Fill out all required paperwork with precision and high ethical standards.
- Maintain proper client records.
4. Continuous Professional Development
Stay updated with financial products and market trends
Attend training sessions and professional development programs
Required Qualifications
- Relevant certifications (e.g., CMFAS modules in Singapore)
- Strong interpersonal and communication skills
- Sales-driven, self-motivated, and goal-oriented
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.
Vacancy posted 11 days ago
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