Sales Support Executive – HNW Insurance & Wealth Solutions

Ethos BeathChapman; Singapore; On-site; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Restaurant/Client entertainment

Job summary

Ethos BeathChapman is assisting a prestigious client, a high net-worth insurance broker firm, in expanding their support team in Singapore. The role focuses on coordinating client engagements, preparing presentation decks, and ensuring timely handling of customer requests to uphold service standards.

You will gather information from clients and stakeholders, maintain regulatory-compliant processes, and contribute to client retention by delivering accurate, professional service with strong

Qualifications

• Diploma in Business Administration, Finance, Marketing, or related field.
• 3–4 years in support, coordination, or client service roles; insurance knowledge is a plus.
• Strong multitasking and time-management skills with minimal supervision.
• Proficient in Word, Excel, PowerPoint.
• Excellent written and verbal communication, and teamwork.

Responsibilities

• Prepare presentation decks for sales team usage for client engagement
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills

Excellent communication

Organizational skills

Time management

Customer service

Teamwork

Education

Diploma in Business Administration/Finance/Marketing

Tools

Microsoft Office

Job description

The client is a HNW insurance broker firm.

Job responsibilities

• Prepare presentation decks for sales team usage for client engagement
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills and requirements

• Diploma in Business Administration, Finance, Marketing, or related field.
• At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
• Strong organizational and time-management skills; able to multitask with minimal supervision
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Customer-focused with strong interpersonal and teamwork skills

CW Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112