Wealth Management Consultant

AIA; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading insurance company in Singapore is looking for a motivated individual to perform financial planning and manage client portfolios. You will ensure a seamless customer experience from application to policy inception and drive sales growth through various initiatives. Ideal candidates will have a Diploma or higher, 3-5 years of related experience, and a proven sales track record. Join us to inspire a healthier future and be part of a pioneering team.

Qualifications

• Minimum education: Diploma or higher.
• 3-5 years of relevant experience with sales achievement.
• Experience in insurance-related sales environment.

Responsibilities

• Perform financial planning and manage sales activities.
• Ensure seamless customer experience from application to policy inception.
• Drive company initiatives and participate in sales training.

Skills

Sales achievement

Organizational skills

Enthusiasm

Results-driven

Education

Diploma, Advanced/Higher/Graduate Diploma

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

HI certification

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development. This is an exciting opportunity being part of a pioneer team, so join us today to make a difference!

Responsibilities

• Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
• Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
• Ensure seamless customer experience from client application, medical to policy inception
• Attend to servicing queries from clients and be the first point of contact for any customer complaints
• Manage own portfolio of clients byProviding financial advice based on clients’ financial and protection needsProviding recommendation to clients on wealth accumulation and legacy planningDelivering a high level of professional customer service to customers
• Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.
• Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.

Requirements

• Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher
• 3-5 years of relevant experience with demonstrated track record of sales achievement
• Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
• Results-driven, professional, passionate for growth
• Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
• Experience with HNW case management
• Knowledge of estate planning, trust services will be added benefit