Financial Services Consultant (Claims & Advisory Focus)

THE SPECIALIST OPINION PRIVATE LIMITED; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services provider in Singapore is seeking a Financial Services Consultant to support clients in claims management and offer tailored financial solutions. The role requires strong communication skills, a diploma or degree, and bilingual proficiency in English and Mandarin. This position offers a structured career path and ongoing mentorship.

Benefits

Attractive income opportunities with performance-based incentives

Comprehensive training in claims management

Ongoing mentorship and career development

Qualifications

• Singaporean or Permanent Resident.
• Available to receive training regardless of discipline.
• Possess a positive and growth-focused mindset.

Responsibilities

• Assist clients through their claims journey with professionalism.
• Identify financial gaps and recommend solutions.
• Participate in business development activities.

Skills

Strong communication skills

Bilingual in English and Mandarin

Relationship-building skills

Self-motivated

Education

Diploma or Degree holders

Job description

At Claims Assist, we are passionate about protecting the dreams and stability of families and individuals.

We believe every client deserves a trusted partner — someone who can guide them through challenges and help them build a secure future.

If you are driven, people-oriented, and looking to grow a meaningful career in financial services, we invite you to join us as a Financial Services Consultant.

Your Role:

As a Financial Services Consultant, you will first master the art of professional claims management — ensuring clients are supported in their most critical moments.
Beyond claims, you will help clients identify gaps in their protection and financial planning, offering them tailored solutions to safeguard their future.

Every interaction is an opportunity to build trust, offer value, and grow lasting client relationships.

Key Responsibilities:

• Assist clients through their claims journey with care, accuracy, and professionalism
• Identify financial protection gaps and recommend appropriate coverage solutions
• Build and maintain strong, trust-based relationships with individual and corporate clients
• Participate in business development activities, client education, and service campaigns
• Continuously upgrade knowledge in insurance products, claims handling, and financial planning

Who We're Looking For:

• Singaporean or Permanent Resident (PR)
• Diploma or Degree holders (any discipline welcome — training provided)
• Bilingual in English and Mandarin — to effectively serve a wide range of clients
• Strong communication, listening, and relationship-building skills
• Self-motivated with a positive, growth-focused mindset
• Passionate about making a difference in people's lives through sound financial advice

What You’ll Gain:

• A clear, structured career path in the financial services industry
• Comprehensive training in claims management, financial advisory, and client engagement
• Attractive income opportunities with performance-based incentives
• Ongoing mentorship and career development with industry leaders
• A dynamic, supportive environment that values heart, initiative, and excellence

At Claims Assist, we don't just build careers — we build futures.
If you’re ready to be a trusted voice in someone’s financial journey, we’re ready to invest in yours.

Apply now and let’s grow together.