Insurance Advisory Specialist (Salaried model)

HAVEND PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory startup in Singapore is seeking an Insurance Specialist to provide client-focused insurance advice and solutions. The role involves understanding client needs, developing customized strategies, and ensuring an excellent experience throughout the advisory journey. Ideal candidates should have good communication skills, a solid understanding of insurance products, and a relevant academic background. Competitive salary and performance bonuses offered.

Qualifications

• Enjoys financial planning work as well as interactions with clients.
• Has good understanding of insurance products and services.
• Is driven, tenacious and possess strong work ethics.
• Is a licensed financial adviser or on track to getting one.
• Has prior working experience in a similar role could be an advantage.

Responsibilities

• Delivering excellent client experience throughout the advisory journey.
• Understanding and assessing clients’ need for protection.
• Developing and implementing insurance solutions for clients.
• Developing long-term client engagement.
• Assisting in claims and policy servicing.

Skills

Interpersonal skills

Communication skills

Understanding of insurance products

Client engagement

Financial planning

Education

Diploma or Bachelor's degree

Job description

Job Description

Havend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients’ interest comes first. We are looking for self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore.

As an Insurance Specialist, you will be playing a critical role in providing sound, unbiased and holistic insurance advice to our clients to empower them to navigate their life journeys with confidence.

Incumbent is remunerated with a basic salary that commensurate with experience and variable bonuses such as performance rewards.

Responsibilities

• Delivering excellent client experience throughout the advisory journey
• Understanding and assessing clients’ need for protection
• Developing and implementing insurance solutions for clients
• Developing long-term client engagement
• Assisting in claims and policy servicing

Requirements

To be successful in this position, you will be someone who:

• Enjoys financial planning work as well as interactions with clients
• Possess good understanding of insurance products and services
• Is driven, tenacious and possess a strong sense of work ethicsIs a licensed financial adviser or on track to getting one
• Has good interpersonal & communication skills
• Has a diploma or bachelor degree in any discipline
• Has prior working experience in a similar role could be an advantage