Insurance Agent X 20

AEON SEARCH CONSULTING PTE. LTD.; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

AEON SEARCH CONSULTING PTE. LTD. is seeking a Client Advisory & Relationship Manager to identify potential clients, perform comprehensive financial needs analyses, and craft personalized financial plans.

You will build enduring client relationships and deliver regular portfolio reviews. Responsibilities also cover structuring financial solutions across life, health, retirement, and wealth products, while clearly communicating features and risks.

Qualifications

• CMFAS certification or modules required.
• Strong interpersonal and communication skills essential.
• Sales-driven with a proven track record of meeting targets.

Responsibilities

• Client Advisory & Relationship Management: identify and prospect potential clients.
• Conduct holistic financial needs analysis and develop personalized financial plans.
• Build long‑term client relationships and provide regular portfolio reviews and updates.
• Product & Solution Structuring: recommend life, health, investment-linked, retirement, and wealth plans; explain features, risks and benefits.
• Compliance & Documentation: ensure adherence to MAS guidelines; complete documentation accurately; maintain client records.
• Continuous Professional Development: stay updated with financial products and market trends; attend training sessions.

Skills

Interpersonal skills

Communication skills

Sales-driven

Self-motivated

Goal-oriented

Education

CMFAS modules

Job description

1. Client Advisory & Relationship Management

• Identify and prospect potential clients
• Conduct holistic financial needs analysis
• Develop personalized financial plans
• Build long‑term client relationships
• Provide regular portfolio reviews and updates

2. 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

3. Compliance & Documentation

• Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
• Complete documentation accurately and ethically
• Maintain proper client records

4. 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