Direct Channel Insurance Advisor | Health & Wealth

AIA; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

AIA Singapore is seeking an Insurance Advisory Specialist to engage customers through consultative conversations, assess protection and financial planning needs, and recommend suitable insurance solutions that deliver positive outcomes.

The role requires clear communication of product features, benefits and costs, maintaining accurate records, and meeting sales and quality targets while adhering to MAS regulations and internal policies.

Qualifications

• Diploma or Degree holder in any discipline.
• Excellent communication, persuasion and relationship-building skills.
• Strong passion for helping customers achieve better financial protection outcomes.
• Ability to manage multiple customer conversations while maintaining service excellence.

Responsibilities

• Engage customers through outbound consultative conversations to understand protection, health and financial planning needs.
• Conduct needs-based financial assessments and recommend suitable insurance solutions.
• Clearly communicate product features, benefits, exclusions and costs to support informed decisions.
• Manage customer pipelines with timely follow-ups to maximize sales opportunities.
• Hit sales, productivity, and customer outcome targets across telesales and advisory activities.
• Maintain accurate documentation of engagements and recommendations.

Skills

Excellent communication

Persuasion

Relationship-building

Multi-conversation management

Customer engagement

Education

Diploma or Degree

Job description

AIA Singapore is seeking an Insurance Advisory Specialist to engage customers through consultative conversations, assess protection and financial planning needs, and recommend suitable insurance solutions that deliver positive outcomes.

The role requires clear communication of product features, benefits and costs, maintaining accurate records, and meeting sales and quality targets while adhering to MAS regulations and internal policies.