Insurance Advisory Specialist (Direct Channel)

AIA Singapore; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

AIA Singapore is seeking an Insurance Advisory Specialist (Direct Channel) to guide customers through protection and investment choices with professionalism. You will engage clients in meaningful conversations, assess financial protection needs and propose suitable solutions that deliver positive outcomes and trusted experiences.

In this role, you will build lasting relationships, explain product features and costs, maintain accurate records and ensure compliance with MAS regulations.

Qualifications

• Diploma or degree in any discipline.
• Certifications including BCP, PGI, HI and CMFAS (Res5, M9, M9A).
• Minimum 5 years of sales, financial services, insurance, banking, teleconsulting with excellent sales results.
• Experience in insurance, banking, wealth advisory, telesales or contact centre sales is advantageous.
• Excellent communication, persuasion and relationship-building skills.
• Resilient, goal-oriented and motivated by performance and career progression.
• Ability to manage multiple customer conversations while maintaining service excellence.

Responsibilities

• Engage customers through outbound consultative conversations to assess protection, health and financial planning needs.
• Conduct needs-based financial assessments and recommend suitable insurance solutions.
• Clearly communicate product features, benefits, exclusions, costs and key considerations.
• Manage customer pipelines with timely follow-ups and maximize sales opportunities from leads.
• Consistently achieve sales, productivity, quality and customer outcome targets.
• Maintain accurate documentation and complete records of all customer engagements and recommendations.
• Adhere to MAS regulations and complete required licensing and training.

Skills

Communication skills

Persuasion

Relationship-building

Goal-oriented

Education

Diploma or Degree

Job description

Create connections that move people and business forward.

At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.

Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

About The Role

At AIA Singapore, you will be part of a purpose-driven organisation helping customers live Healthier, Longer, Better Lives. Insurance Advisory Specialist (Direct Channel) plays a key role in helping customers make informed decisions to protect themselves and their loved ones. The incumbent is responsible to engage customers through meaningful conversations, understand their financial protection needs and recommend suitable insurance solutions that deliver positive customer experience and outcomes.

What You’ll Be Doing

Insurance Advisory and Sales Excellence

• Engage assigned customers through outbound consultative conversations to understand their protection, health and financial planning needs.
• Conduct comprehensive needs-based financial assessments and recommend suitable insurance solutions that align with customers' objectives and circumstances.
• Clearly communicate product features, benefits, exclusions, costs and key considerations to support informed customer decision-making.
• Manage customer pipelines effectively, conduct timely follow-ups and maximise sales opportunities from qualified/assigned leads.
• Consistently achieve sales, productivity, quality and customer outcome targets.
• Deliver sales, productivity and conversion targets across both telesales and financial advisory activities.

Outstanding Customer Experience

• Build trusted customer relationships through professional and consistent customer-centric interactions.
• Resolve customer enquiries efficiently and collaborate with internal stakeholders to deliver seamless customer experiences and elevate issues/feedback/complaints where necessary.
• Maintain accurate documentation and complete records of all customer engagements and sales/advisory recommendations

Quality Regulatory Standards

• Conduct all sales and advisory activities in accordance with MAS regulations, company policies and industry best practices.
• Maintain required licensing, certifications and ongoing training requirements for regulated activities.
• Complete all required documentation and submissions within stipulated timelines.
• Participate actively in coaching, training and development initiatives to continuously enhance advisory and sales capabilities.
• Demonstrate and maintain the highest standards of integrity, professionalism and customer-first conduct at all times.

What We Are Looking For

• Diploma or Degree holder in any discipline
• Possess or is willing to obtain required certifications including BCP, PGI, HI and CMFAS qualifications (Res5, M9, M9A).
• Min 5 years of sales, financial services, insurance, banking, teleconsulting with excellent customer engagement experience and a strong track record of sales performance.
• Experience in insurance, banking, wealth advisory, telesales or contact centre sales environments will be advantageous.
• Strong passion for helping customers achieve better financial protection outcomes.
• Excellent communication, persuasion and relationship-building skills.
• Resilient, goal-oriented and motivated by performance and career progression.
• Ability to manage multiple customer conversations while maintaining service excellence.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

ABOUT AIA

For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.

As pioneering innovators, we’re now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.

JOIN US

At AIA, we believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. Whether it’s investing better wellbeing, inspiring better learning, building better relationships, or making a better impact on customers, a career at AIA will challenge you to find new ways to pursue your ‘better’.

AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow!