Client Advisor (Basic + Incentives)

PARADIGM RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 42,000 - 70,000; Full time

Job summary

Paradigm Recruitment Pte. Ltd. represents a leading insurer in Singapore seeking a Client Advisor to serve customers across island-wide outlets.

You will conduct financial needs analyses, propose tailored insurance and investment solutions, and manage relationships to foster long-term client loyalty. You will work in a full-time, permanent corporate sales environment with performance-based incentives, leveraging internal leads and cross-team referrals to hit targets while maintaining accurate

Qualifications

• Must have a Full GCE A-Level certificate, Polytechnic Diploma, or University Degree.
• No prior insurance experience required; open to career switchers to banking and finance sales.
• Strong interpersonal and communication skills with genuine client advisory passion.
• CMFAS certifications (M5, M9, M9A, HI, BCP, PGI) are highly preferred; company sponsors trainings if missing.

Responsibilities

• Conduct financial needs analysis and map out insurance and investment solutions.
• Build and nurture relationships with clients to ensure retention and growth.
• Manage leads from internal database and set up appointments.
• Collaborate with branch staff to convert walk-in referrals.
• Engage clients through branch events, reviews, and outreach activities.
• Maintain detailed client records and process applications accurately.

Skills

Interpersonal skills

Communication skills

Empathy

Problem solving

Education

Full GCE A-Level

Polytechnic Diploma

University degree

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

CMFAS BCP

CMFAS PGI

Job description

Our client is a leading insurer in Singapore. They have a few openings for the Client Advisor position

You will be based in one of the outlets island-wide in Singapore !

As a Client Advisor , you are the frontline representative of the company, operating out of physical branches or advisory centers. This is a full-time, permanent corporate sales role designed for individuals who want a blend of stability and performance-driven upside. Your main objective is to provide professional, honest, and comprehensive financial planning solutions (savings, protection, and investments) to individuals across different life stages, relying on a robust internal lead database and cross-team referrals.

Responsibilities

• Financial Consultation: Conduct thorough financial needs analysis and fact-finding to assess clients' unique goals, mapping out tailored insurance and investment solutions.
• Relationship Management: Build and nurture deep, long-lasting relationships with existing and potential customers to ensure retention and long-term financial competency.
• Lead Optimization: Proactively manage and act on leads provided by the internal database, setting up structured appointments with potential clients.
• Internal Referral Conversion: Collaborate closely with Branch Services colleagues (such as bank tellers and customer service representatives) to actively convert walk-in customer referrals.
• Branch Activation: Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities.
• Operational Integrity: Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently.

Requirements

• Minimum Education: Must possess a Full GCE A-Level certificate , Polytechnic Diploma , or University Degree in any field of study.
• Experience Level: No prior insurance experience required. Candidates with no experience or mid-career switchers keen on a banking and finance sales track are explicitly welcomed.
• Key Soft Skills: Strong interpersonal and communication skills, a high degree of empathy, problem-solving capabilities, and a genuine passion for client advisory.
• Motivation Drive: Highly self-motivated by tangible results and comfortable working within a multi-layered, performance-based incentive structure.
• Regulatory Certifications (CMFAS): Possession of Capital Markets and Financial Advisory Services ( CMFAS ) certifications-specifically M5, M9, M9A, HI, BCP, and PGI -is highly preferred. Note: If you do not have these certifications, the company will sponsor your examinations and provide structured licensing training upon hire.

It's a 5-day work week, you need to work over the weekends(Saturday and Sunday), they will give you 2 weekdays off