Associate Sales Consultant - High Net Worth Insurance

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

Good Job Creations (Singapore) Pte Ltd is seeking an Associate Sales Consultant to support a High Net Worth insurance team under a senior Sales Consultant. The role covers sales support, case management, and policy servicing with a clear path to a Sales Consultant position.

You will liaise with private bankers, wealth planners, and referral partners, handling applications and servicing post‑sale processes while developing product knowledge and professional skills.

Qualifications

• Diploma or Bachelor’s degree (or equivalent) is required.
• 3–5 years of experience in banking, insurance, wealth management or related financial services.
• Experience in insurance administration, policy servicing, case management, or sales support is preferred.
• Strong attention to detail and excellent organizational skills are essential.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Performance-driven, proactive and eager to learn.
• Team player with good interpersonal and communication skills.

Responsibilities

• Support the sales team and your mentor in sales development and implementation.
• Assist in building and maintaining relationships with private bankers, wealth planners, and referral partners.
• Submit and liaise insurance applications with insurers, ensuring accuracy and timeliness.
• Assist in documentation, tracking, and maintenance of applications and policies.
• Support case management activities including medical examinations, logistics, and onboarding.
• Prepare insurance forms, policy contracts, and related documentation.
• Handle policy servicing matters such as reimbursements, enquiries, and post-sales support.
• Respond to enquiries from internal and external stakeholders professionally.
• Develop working knowledge of insurance products, services, and banks' credit procedures.
• Participate in training and continuous learning programs.
• Contribute to process improvements and operational efficiency.

Skills

Attention to detail

Organizational skills

Team player

Interpersonal communication

Microsoft Office

Education

Diploma or Bachelor’s degree

Tools

Microsoft Office

Job description

[Job ID:1680287]

About the Role:

We are seeking a proactive and detail-oriented individual to join our High Net Worth insurance team as an Associate Sales Consultant. In this role, you will work under the guidance of a senior Sales Consultant, gaining hands‑on exposure across sales support, case management, and policy servicing. This position offers a clear development pathway into a Sales Consultant role.

Key Responsibilities:

• Support the sales team and your mentor in sales development and implementation
• Assist in building and maintaining relationships with private bankers, wealth planners, and referral partners
• Submit and liaise insurance applications with insurers, ensuring accuracy and timeliness
• Assist in documentation, tracking, and maintenance of applications and policies
• Support case management activities including medical examinations, logistics, and onboarding
• Prepare insurance forms, policy contracts, and related documentation
• Handle policy servicing matters such as reimbursements, enquiries, and post‑sales support
• Respond to enquiries from internal and external stakeholders professionally
• Develop working knowledge of insurance products, services, and banks' credit procedures
• Participate in training and continuous learning programs
• Contribute to process improvements and operational efficiency

Requirements:

• Diploma or Bachelor's degree (or equivalent)
• 3-5 years of experience, preferably in banking, insurance, wealth management, or related financial services
• Exposure to insurance administration, policy servicing, case management, or sales support is preferred
• Strong attention to detail and organizational skills
• Proficient in Microsoft Office applications
• Performance-driven, proactive, and eager to learn
• Team player with good interpersonal and communication skills

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/