Insurance Agent

Placement Professionals, LLC; Singapore; Vor Ort; SGD 70.000 - 110.000; Vollzeit

Zusammenfassung

Placement Professionals, LLC is seeking a results-driven professional for client advisory and relationship management in Singapore. You will analyze clients' financial needs, tailor wealth strategies, and maintain long-term relationships while delivering regular portfolio updates.

This role also covers product structuring, compliance with MAS guidelines, and ongoing professional development through training programs.

Qualifikationen

• Relevant certifications (e.g., CMFAS modules in Singapore).
• Strong interpersonal and communication skills.
• Sales-driven, self-motivated, and goal-oriented.

Aufgaben

• Pinpoint and approach prospective clients.
• Conduct holistic financial needs analysis.
• Create tailored wealth management strategies.
• Build long-term client relationships.
• Deliver portfolio evaluations and performance updates.
• Stay updated with financial products and market trends.
• Attend training and professional development programs.

Kenntnisse

Interpersonal skills

Communication skills

Sales-driven

Self-motivated

Goal-oriented

Ausbildung

CMFAS modules in Singapore

Jobbeschreibung

Client Advisory & Relationship Management

• Pinpoint and approach prospective clients.
• Conduct holistic financial needs analysis.
• Create tailored wealth management strategies.
• Build long-term client relationships.
• Deliver consistent portfolio evaluations and performance updates.

Product & Solution Structuring

• Recommend suitable solutions including Life Insurance, Health Insurance, Investment-linked Policies, Retirement Planning Solutions + Savings and Wealth Accumulation Plans
• Explain product features, risks, and benefits clearly

Compliance & Documentation

• Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore).
• Fill out all required paperwork with precision and high ethical standards.
• Maintain proper client records.

Continuous Professional Development

• Stay updated with financial products and market trends
• Attend training sessions and professional development programs

Required Qualifications

• Relevant certifications (e.g., CMFAS modules in Singapore)
• Strong interpersonal and communication skills
• Sales-driven, self-motivated, and goal-oriented