Personal Insurance & Wealth Strategist

ET MARKETING PTE. LTD.; Singapore; On-site; SGD 42,000 - 64,000; Full time

Job summary

ET MARKETING PTE. LTD. is seeking an insurance and wealth planning advisor to guide individuals and families in choosing life, health, savings, and investment-linked plans.

You will build long-term client relationships through portfolio reviews and strategic recommendations that support financial growth. You will identify gaps in clients' protection and wealth strategies, tailor solutions, and help grow your personal brand while delivering trusted financial guidance to a diverse client base in

Qualifications

• Experience in insurance or financial advisory is preferred.
• Strong communication and interpersonal skills for client interactions.
• Ability to assess client needs and tailor wealth planning solutions.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly

Job description

ET MARKETING PTE. LTD. is seeking an insurance and wealth planning advisor to guide individuals and families in choosing life, health, savings, and investment-linked plans.

You will build long-term client relationships through portfolio reviews and strategic recommendations that support financial growth. You will identify gaps in clients' protection and wealth strategies, tailor solutions, and help grow your personal brand while delivering trusted financial guidance to a diverse client base in