Licensed Insurance Advisor - Training & Growth

CAREER STORY PTE. LTD.; Singapore; Vor Ort; SGD 11.000 - 45.000; Vollzeit

Zusammenfassung

CAREER STORY PTE. LTD. invites applications for an Insurance Agent role in Singapore near Novena MRT. The position is a permanent full-time role with comprehensive training and mentorship to help you succeed in financial advisory and insurance services.

As an Insurance Agent, you will identify potential clients, assess their needs, present suitable products, and build lasting client relationships while contributing to sales targets. A current license and willingness to transfer are required.

Qualifikationen

• Current License Agent and willing to transfer to a new team.
• Bachelor’s degree preferred in Business, Marketing, or related field.
• Willingness to undergo training and obtain necessary insurance certifications/licenses.
• Note: Online personality test required (duration: 30 mins).

Aufgaben

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings to understand insurance & 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 coverage aligns with evolving needs.
• Assist clients with policy applications and ensure documentation is complete.
• Stay updated with industry trends, products, and regulatory requirements.
• Meet sales targets and contribute to team performance.

Kenntnisse

Interpersonal skills

Communication

Relationship building

Proactive mindset

Results-driven

Ausbildung

Diploma or equivalent

Bachelor’s degree in Business/Marketing or related

Jobbeschreibung

CAREER STORY PTE. LTD. invites applications for an Insurance Agent role in Singapore near Novena MRT. The position is a permanent full-time role with comprehensive training and mentorship to help you succeed in financial advisory and insurance services.

As an Insurance Agent, you will identify potential clients, assess their needs, present suitable products, and build lasting client relationships while contributing to sales targets. A current license and willingness to transfer are required.