Client Adviser

Income Insurance Limited; Singapore; On-site; SGD 40,000 - 62,000; Full time

Job summary

Income Insurance Limited invites applications for a Client Advisor to join our Singapore branches. This corporate role emphasizes delivering financial advice, identifying client needs, and building lasting relationships.

You will engage with customers through events and reviews to expand our base and drive service excellence. No prior insurance experience is required, but CMFAS certifications are preferred.

Qualifications

• No prior experience required.
• Full certificate/diploma/degree in any field.
• CMFAS certifications preferred but not required.
• Must have strong interpersonal skills and a customer-focused attitude.

Responsibilities

• Provide sound financial advice with proper fact-finding and review of customers' financial goals.
• Maintain long-lasting relationships with existing and potential customers.
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase our customer base by acting on leads from our database and setting up appointments.
• Ensure sales conversions by leveraging referrals from Branch Services colleagues.

Skills

Interpersonal skills

Needs analysis

Sales orientation

Education

GCE A levels certificate

Diploma

Degree

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

CMFAS BCP

CMFAS PGI

Job description

Income Insurance is Singapore’s leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income’s innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and empower better financial well-being.

Income was established in 1970 and remains the only insurance co-operative in Singapore. We are committed to create a positive social impact through our products, services and people. Today, we insure close to 1.7 million lives in Singapore across life, health and general insurance. Our financial strength and diversified investment portfolio is reflected by our strong credit ratings which underpin the delivery of our commitment to customers.

With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours!

As part of our multi-channel distribution strategy, you will be in the forefront to provide our customers with financial and life protection solutions. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser. With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs!

You will be required to:

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals from Branch Services colleagues

To join us as a Client Advisor, you will need:

• No prior experience!
• Have obtained at least a full certificate in GCE A levels, diploma or degree in any field
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

This is a full-time, permanent position, and you will be assigned to Income branches. This is a corporate role. Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits. We also provide training and career progression. We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.