Financial Manager (Insurance & Wealth Planning) | High Earning Potential

Elitez Group; Singapore; Hybrid; SGD 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Financial Manager to advise clients on insurance and financial planning solutions. The role offers a highly competitive commission-based package with earnings potential up to SGD 10,000++, flexible working days, and extensive training opportunities. Ideal candidates possess a Diploma and good communication skills, with a preference for multilingual abilities.

Benefits

Extensive training provided

Quality leads provided

Opportunities for incentive trips

Qualifications

• Minimum Diploma or equivalent.
• More than 1 year of relevant experience is preferred.
• Possess good communication skills.
• Multilingual ability is preferred.
• Must be willing to pursue and complete necessary industry courses.

Responsibilities

• Conduct in-depth needs analysis and provide tailored insurance and financial advice.
• Utilize provided leads to effectively generate and develop a client base.
• Achieve sales targets through focused effort and competitive commission-based earnings.
• Promote a wide range of insurance products and investment plans.
• Maintain ongoing communication with clients for policy reviews.
• Ensure all client documentation is compliant with industry regulations.
• Stay updated on industry trends to identify new opportunities.

Skills

Good communication skills

Multilingual ability

Education

Diploma or equivalent

Tools

M5 certification

M8 certification

M8A certification

M9 certification

M9A certification

HI (Health Insurance) certification

Job description

Financial Manager (Insurance & Wealth Planning) | High Earning Potential

We are looking for an independent professional responsible for advising clients on comprehensive insurance and financial planning solutions.

Responsibilities

• Client Consultation: Conduct in-depth needs analysis and provide tailored insurance and financial advice, primarily focusing on health, life, and investment-linked policies.
• Business Development: Utilize provided company leads and personal networks to effectively generate and develop a client base.
• Sales & Revenue: Achieve sales targets through focused effort and competitive commission-based earnings.
• Product Promotion: Promote a wide range of insurance products and investment plans.
• Customer Service: Maintain ongoing communication with clients for policy reviews, updates, and exceptional long-term service.
• Compliance: Ensure all client documentation is accurate and fully compliant with industry regulations.
• Market Development: Stay updated on industry trends and market conditions to identify new opportunities.

Requirements

• Minimum Diploma or equivalent.
• No minimum experience required; more than 1 year of relevant experience is preferred.
• Possess good communication skills.
• Language: Multilingual ability is preferred.
• Licensing: Possession of M5, M8, M8A, M9, M9A & HI (Health Insurance) certifications is highly preferred. Must be willing to pursue and complete necessary industry courses (training provided).
• Start Date: Earliest possible.

Compensation

• Earnings: Highly competitive commission-based package with earning potential ranging up to SGD 10,000++ and beyond.
• Work Schedule: Enjoy flexible working days and hours.
• Perks: Extensive training provided, quality leads provided, and opportunities for incentive trips.
• Location: Flexible working across our offices in Tampines and PLQ Paya Lebar.
• Professional Development: Course fees related to necessary licenses may be claimed upon successful completion of the probationary period.