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

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

Job summary

A leading financial services provider in Singapore is seeking an independent professional to provide comprehensive insurance and financial planning solutions. Responsibilities include client consultation, business development, and achieving sales targets with a highly competitive commission-based package. The ideal candidate holds a diploma and possesses good communication skills. Flexible working hours and extensive training are offered.

Benefits

Extensive training provided

Quality leads provided

Opportunities for incentive trips

Qualifications

• No minimum experience required; more than 1 year of relevant experience preferred.
• Must be willing to pursue and complete necessary industry courses (training provided).
• Earliest possible start date.

Responsibilities

• Conduct in-depth needs analysis and provide tailored insurance and financial advice.
• Utilize provided company leads and personal networks to 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 and updates.
• Ensure all client documentation is accurate and compliant with industry regulations.
• Stay updated on industry trends and market conditions.

Skills

Good communication skills

Multilingual ability

Education

Diploma or equivalent

Tools

Health Insurance certifications (M5, M8, M8A, M9, M9A)

Job description

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.