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 seeks self-driven individuals for the Insurance Specialist role. You will provide holistic insurance advice, enhance client experience, and develop strong client relationships. Candidates should have a diploma or degree, interpersonal skills, and preferably some prior experience in the insurance domain. Competitive salary with bonuses based on performance offered.

Qualifications

• Enjoys financial planning work and client interactions.
• Possesses a good understanding of insurance products and services.
• Is driven, tenacious, and has a strong work ethic.
• Licensed financial adviser or on track to becoming one.
• Prior experience in a similar role is advantageous.

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

Client interaction

Understanding of insurance products

Interpersonal skills

Communication skills

Financial planning

Education

Diploma or bachelor degree in any discipline

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