Emerging Insurance Sales Specialist - UHNW Pathway

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

Singapore

On-site

SGD 42,000 - 66,000

Full time

9 days ago
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Job summary

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. is seeking a capable candidate to support day-to-day sales development and client servicing in the UHNW insurance sector.

You will assist in building relationships with external partners, coordinate applications with insurers, maintain case documentation and support onboarding and post‑sales activities. Expect mentorship and a clear path towards a Sales Consultant role through hands-on learning and phased responsibility.

Qualifications

  • Diploma or Bachelor's degree or equivalent.
  • 3–5 years of experience in insurance, banking, wealth management, financial services or related industries.
  • Experience in insurance administration, policy servicing, case management, sales support or client servicing.
  • Strong attention to detail with good organizational and follow-up skills.
  • Good proficiency in Microsoft Office applications.

Responsibilities

  • Support the Sales Consultant in day-to-day sales development and implementation activities.
  • Assist in building and maintaining relationships with external business partners and referral networks under guidance.
  • Coordinate insurance applications with insurers, ensuring submissions are accurate, complete and submitted within required timelines.
  • Manage documentation, application tracking and policy records throughout the case lifecycle.
  • Support case management activities, including medical examination arrangements, lead coordination, onboarding and follow-up.
  • Prepare insurance application forms, policy contracts and other relevant documentation.
  • Assist with policy servicing matters, including client enquiries, reimbursements and post-sales support.
  • Coordinate with internal teams, insurers and external stakeholders to follow up on outstanding requirements and resolve case-related matters.
  • Develop working knowledge of insurance products, underwriting requirements and relevant financial services procedures.
  • Participate in internal and external training programmes to develop product, technical and industry knowledge.
  • Identify opportunities to improve internal processes, case tracking and operational efficiency.
  • Work closely with the assigned mentor and gradually take on greater responsibility as part of progression towards a Sales Consultant role.

Skills

Interpersonal communication
Attention to detail
Organization
Follow-up skills

Education

Diploma or Bachelor's degree

Tools

Microsoft Office

Job description

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. is seeking a capable candidate to support day-to-day sales development and client servicing in the UHNW insurance sector.

You will assist in building relationships with external partners, coordinate applications with insurers, maintain case documentation and support onboarding and post‑sales activities. Expect mentorship and a clear path towards a Sales Consultant role through hands-on learning and phased responsibility.

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