Financial Adviser (Experience with License) (salary based on KPI)

CAREER STORY PTE. LTD.; Singapore; Presencial; SGD 11.000 - 45.000; Jornada completa

Descripción de la vacante

CAREER STORY PTE. LTD. invites applications for an Insurance Agent role in Singapore near Novena MRT. The position is a permanent full-time role with comprehensive training and mentorship to help you succeed in financial advisory and insurance services.

As an Insurance Agent, you will identify potential clients, assess their needs, present suitable products, and build lasting client relationships while contributing to sales targets. A current license and willingness to transfer are required.

Formación

• Current License Agent and willing to transfer to a new team.
• Bachelor’s degree preferred in Business, Marketing, or related field.
• Willingness to undergo training and obtain necessary insurance certifications/licenses.
• Note: Online personality test required (duration: 30 mins).

Responsabilidades

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings to understand insurance & financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure coverage aligns with evolving needs.
• Assist clients with policy applications and ensure documentation is complete.
• Stay updated with industry trends, products, and regulatory requirements.
• Meet sales targets and contribute to team performance.

Conocimientos

Interpersonal skills

Communication

Relationship building

Proactive mindset

Results-driven

Educación

Diploma or equivalent

Bachelor’s degree in Business/Marketing or related

Descripción del empleo

Financial Adviser (Experience with License)

This is a perm hire role as for one of our client in the Insurance Industry

Salary Range: $1,000 - $ 4,000 (Salary Based KPI)

Work Location: near Novena MRT

About Our Client :

Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview :

We are seeking a motivated and dynamic individual to join our client's team as an Insurance Agent. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Agent, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You'll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope :

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients' coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team's overall performance objectives.

Requirements:

• Current License Agent who wish to transfer to a new team
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum Diploma or equivalent; a Bachelor's degree in Business, Marketing , or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses .
• Note: Need to take personality test online (duration : 30 mins)