Client Adviser - Financial Services

Income Insurance Limited; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading company in the financial sector is looking for Client Advisors to provide financial and life protection solutions. This is a full-time corporate role with comprehensive training and career progression opportunities. No prior experience is needed, making this a perfect entry point into the insurance sales industry. You will benefit from a competitive remuneration package with attractive sales incentives.

Benefits

Training provided

Attractive sales incentives

Full employee benefits

Qualifications

• No prior experience required.
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred.
• Motivated by performance-based incentives.

Responsibilities

• Provide sound financial advice with proper fact-finding.
• Maintain relationships with existing and potential customers.
• Capitalizing on sales opportunities via events and reviews.

Skills

Interpersonal skills

Financial analysis

Customer relationship management

Education

Full certificate in polytechnic diploma or degree

Job description

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, roadshows 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.

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

• No prior experience!

• Have obtained at least a full certificate in polytechnic 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 which can be found here. We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.