Life & Wealth Protection Advisor

Income Insurance Limited; Singapore; On-site; SGD 40,000 - 62,000; Full time

Job summary

Income Insurance Limited invites applications for a Client Advisor to join our Singapore branches. This corporate role emphasizes delivering financial advice, identifying client needs, and building lasting relationships.

You will engage with customers through events and reviews to expand our base and drive service excellence. No prior insurance experience is required, but CMFAS certifications are preferred.

Qualifications

• No prior experience required.
• Full certificate/diploma/degree in any field.
• CMFAS certifications preferred but not required.
• Must have strong interpersonal skills and a customer-focused attitude.

Responsibilities

• Provide sound financial advice with proper fact-finding and review of customers' financial goals.
• Maintain long-lasting relationships with existing and potential customers.
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase our customer base by acting on leads from our database and setting up appointments.
• Ensure sales conversions by leveraging referrals from Branch Services colleagues.

Skills

Interpersonal skills

Needs analysis

Sales orientation

Education

GCE A levels certificate

Diploma

Degree

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

CMFAS BCP

CMFAS PGI

Job description

Income Insurance Limited invites applications for a Client Advisor to join our Singapore branches. This corporate role emphasizes delivering financial advice, identifying client needs, and building lasting relationships.

You will engage with customers through events and reviews to expand our base and drive service excellence. No prior insurance experience is required, but CMFAS certifications are preferred.