Insurance Product Specialist & Adviser Support

PLACEMENT PROFESSIONALS

Singapore

On-site

SGD 42,000 - 65,000

Full time

14 days+
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Job summary

Placement Professionals is seeking a motivated Insurance Specialist in Singapore to support Financial Advisers and clients with protection needs. You will deliver high-quality support, train advisers on products, and develop strategies to drive sales while maintaining strong client relationships.

You will become the go-to expert on our insurance suite, compare products, and ensure compliant, accurate processing of applications.

Qualifications

  • Knowledge of insurance products, regulations, and industry best practices.
  • Strong presentation, communication, organizational and interpersonal skills.
  • Ability to work independently and as part of a team.

Responsibilities

  • Serve as the expert on the entire suite of insurance products and maintain a comprehensive understanding of features and markets.
  • Develop and maintain a detailed internal product comparison matrix and update it regularly.
  • Provide guidance to Financial Advisers and clients to identify appropriate insurance products.
  • Conduct training sessions and workshops for Financial Advisers to strengthen product knowledge.
  • Develop and implement sales strategies and work with insurers to strengthen partnerships.
  • Present products to clients, addressing questions and ensuring accurate applications and regulatory compliance.
  • Stay updated on industry trends and regulatory changes to keep offerings competitive.
  • Collaborate with operations to optimise workflows and ensure smooth execution.
  • Perform UAT testing and provide feedback on new features for a seamless user experience.
  • Drive sales performance by meeting KPIs and maintaining records of activities.

Skills

Insurance knowledge
Advisory skills
Training delivery
Regulatory compliance

Education

Diploma or Bachelor's degree
CFP/AFP candidate

Job description

Placement Professionals is seeking a motivated Insurance Specialist in Singapore to support Financial Advisers and clients with protection needs. You will deliver high-quality support, train advisers on products, and develop strategies to drive sales while maintaining strong client relationships.

You will become the go-to expert on our insurance suite, compare products, and ensure compliant, accurate processing of applications.

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