Financial Advisor Insurance Sales Associate
-
Entire Singapore
Singapore
- Full Time, Contract
S$2000 - 4000 / month
Role Overview: You will provide comprehensive financial advisory services to individuals and families, helping them achieve their financial goals and securing their financial futures.
Responsibilities:
Provide personalised financial and insurance advisory to clients based on their needs and goals
Prospect and acquire new clients through networking, referrals, and outreach activities
Recommend suitable insurance and investment products (e.g., life, health, savings, ILPs)
Conduct financial reviews and portfolio planning for individuals and families
Build and maintain long-term client relationships through regular follow-ups and servicing
Support clients with policy applications, claims, and servicing matters
Stay updated on market trends, products, and MAS regulations (e.g., CMFAS requirements)
Achieve sales targets and business growth objectives
Requirements:
CMFAS Certifications (M5, M5(a), M9, M9(a), M8(a), HI etc.) or willingness to obtain them
Strong understanding of financial products, investment strategies, and risk management.
Excellent communication and interpersonal skills.
Self-motivated and results-oriented with a passion for helping clients succeed financially.
Ability to work independently and in a team setting.
Hiring Company's Support Package:
Comprehensive training programs to support your professional growth.
Opportunities to obtain industry certifications and further your career in wealth management.
Health and wellness benefits
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