Insurance & Wealth Advisory: Client Relationship Consultant

Lotus Advisor Pte Ltd; Singapore; On-site; SGD 22,000 - 36,000; Full time

Benefits offered by this job

Monthly allowances

Commissions

Bonus opportunities

Job summary

Lotus Advisors Pte Ltd in Singapore seeks a Client Relationship Consultant for insurance and wealth-management advisory, based in Tampines. This is a contract appointment with full-time commitment, offering training, coaching and a path to regulatory appointment.

You will work with an assigned manager, undergo examinations and practical coaching in prospecting, client conversations, recommendations and follow-up.

Qualifications

• Must be at least 21 years old.
• Hold a GCE A-Level, IB Diploma, polytechnic diploma, or equivalent.
• Must have unrestricted eligibility to work in Singapore (no work passes sponsored).
• Prepared for examinations, training, active prospecting, and sales targets.

Responsibilities

• Build an insurance sales and financial-advisory career with AIA Singapore based in Tampines.
• Assigned manager will support appointments and joint fieldwork with structured training and exam prep.
• Provide client consultations, suitable recommendations and diligent follow-up to drive sales while maintaining ethics.

Education

21+ years

GCE A-Level

IB Diploma

Polytechnic Diploma or equivalent

Work eligibility in Singapore

Examinations & regulatory process

Job description

Lotus Advisors Pte Ltd in Singapore seeks a Client Relationship Consultant for insurance and wealth-management advisory, based in Tampines. This is a contract appointment with full-time commitment, offering training, coaching and a path to regulatory appointment.

You will work with an assigned manager, undergo examinations and practical coaching in prospecting, client conversations, recommendations and follow-up.