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 a passionate Insurance Specialist to provide holistic insurance advice to clients. This role focuses on delivering exceptional client experiences, assessing protection needs, and generating tailored insurance solutions. Candidates should enjoy financial planning, have a strong understanding of insurance products, and be on track to achieve licensure as a financial adviser. A competitive salary and performance bonuses are offered, making this a great opportunity for motivated individuals.

Qualifications

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

Responsibilities

• Deliver excellent client experience throughout the advisory journey.
• Understand and assess clients' need for protection.
• Develop and implement insurance solutions for clients.
• Develop long-term client engagement.
• Assist in claims and policy servicing.

Skills

Financial planning

Interpersonal skills

Communication skills

Understanding of insurance products

Client engagement

Education

Diploma or bachelor's degree in any discipline

Job description

Job Description

Havend is a new startup specializing in insurance planning, with a rich heritage of providing professional 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 revolutionise 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 is 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
• Possesses a good understanding of insurance products and services
• Is driven, tenacious and possesses a strong sense of work ethics
• Is 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