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IFAST CORPORATION LTD. in Singapore seeks an experienced Insurance Adviser to mentor specialists, drive campaigns, and streamline operations to improve adviser support and policy reviews.
Responsibilities include acting as technical referent for complex applications, guiding on insurers and claims, performing product analysis, enabling sales through client seminars, and coordinating platform enhancements with IT and advisory teams.
Drive business growth with campaigns and track key performance metrics, including adviser revenue and sum assured.
Design and deliver training materials focused on "concept selling"
Streamline operations to enable Insurance Specialists to prioritize direct adviser assistance and policy reviews.
Act as the primary technical referent for Insurance Specialists and Advisers regarding complex applications
Provide expert guidance on insurers and claims procedure
Conduct in-depth product analysis and market comparisons to equip advisers with competitive insights and tailored solutions
Monitor the Singapore insurance landscape for competitor movements, repricing, and regulatory changes (e.g., changes to Integrated Shield Plans or CI definitions) to keep advisers ahead of the curve.
Partner with advisers to conceptualize, organize, and present at client seminars.
Deliver effective sales concepts and presentations to support advisers in client acquisition and conversion.
Collaborate with IT, Ops and advisory team for insurance-related platform enhancements, ensuring that digital tools enhanced support adviser workflows and business needs.
Gather adviser feedback and lead UAT, ensuring seamless integration of new platform enhancements
Proven experience as an Insurance Adviser, with the ability to mentor specialists on technical matters.
Diploma or Bachelor's degree in any discipline, or CFP/AFP candidate preferred.
Self-motivated, proactive and have a strong sense of ownership.
Strong presentation, communication, organisational, and interpersonal skills.
Ability to work independently and as part of a team.
Knowledge of insurance products, regulations, and industry best practices.
Proficiency in Microsoft Office.
Licensed in life insurance and general insurance.
Proven track record of success in insurance sales or a similar role.
High level of integrity and professionalism.
Ability to learn and adapt to new technologies.