Insurance Agent (Newbie | Newcomers) | CSPR02

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

Job summary

A leading insurance advisory firm in Singapore is seeking motivated newcomers to join as Insurance Agents. This entry-level position offers comprehensive training and mentorship in the insurance industry. Responsibilities include identifying prospective clients, understanding their needs, and providing tailored solutions. Candidates should possess strong interpersonal skills, a proactive mindset, and a willingness to learn. A Diploma is preferred, with training for necessary certifications provided.

Qualifications

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Banking Sales experience will also be considered.
• Basic knowledge of financial and insurance products is a plus but not mandatory.

Responsibilities

• Identify and approach prospective clients through leads and referrals.
• Conduct meetings with clients to understand their insurance needs.
• Provide professional advice on suitable insurance products.
• Prepare and present insurance proposals to clients.
• Maintain ongoing client relationships and perform follow-up calls.
• Stay updated with industry trends and insurance products.

Skills

Strong interpersonal skills

Communication skills

Proactive mindset

Education

Minimum Diploma or equivalent

Bachelor’s degree in Business, Marketing, or related field

Job description

Insurance Agent (Newbie | Newcomers)

This is a perm hire role as for one of our client in the Insurance Industry

Open to those with no experience but willing to learn and get certified

Salary Range: $1,000 - $ 3,000 (fixed salary) (depends on experience)

Work Location: near Novena MRT

About Our Client

Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview

We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Agent. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Agent, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Those with Banking Sales experience will also be considered
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum Diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

Note: Need to take personality test online (duration : 30 mins)

Interested applicants, please click "APPLY NOW"

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