Client Relationship Manager

Income Insurance Limited; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Join a leading insurance firm as a Client Relationship Manager, where you will offer comprehensive financial advisory and insurance solutions. Engage with customers and SMEs to meet financial objectives, while building meaningful and lasting relationships. If you have a passion for helping others achieve financial competency and possess relevant qualifications, we want to hear from you.

Qualifications

• Minimum 2 years’ insurance sales experience required.
• Passionate about helping customers achieve financial competency.
• Results driven and performance motivated.

Responsibilities

• Provide financial advisory services to meet customers' financial goals.
• Proactively offer Life, Health, and General Insurance solutions.
• Maintain relationships with existing and potential customers.

Skills

Communication

Interpersonal Skills

Presentation

Relationship Management

Sales

Education

Degree or Diploma in any discipline

Tools

CMFAS qualifications: M5, M9, M9A, HI, BCP, PGI & ComGI

Job description

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.

Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

• Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa

• Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners

• Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events

• Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners

• Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualification:

• Degree or Diploma in any discipline

• Minimally 2 years’ insurance sales experience

• Passionate about helping customers achieve greater financial competency

• Able to manage relationships with High Net Worth or Business owners

• Results driven and motivated by performance-based rewards

• Good communication, presentation and interpersonal skills

• Strong team work with a positive customer and corporate focused attitude

• Relevant CMFAS qualification : M5, M9, M9A, HI, BCP, PGI & ComGI