Commission-based; average approximate based on pys...
Not specified
Engage with qualified leads promptly
Conduct financial needs analysis
Provide tailored insurance recommendations
The Financial Advisory Specialist role at Placement Professionals in Singapore focuses on guiding clients through their life and health insurance decisions while fostering long-term relationships. Ideal candidates should have at least three years of sales experience in the financial services sector and relevant certifications, with an emphasis on customer engagement and retention
Job Summary
This role involves engaging with qualified leads on a digital platform to guide them through life and health insurance decisions.
The position requires conducting financial needs analysis and recommending suitable insurance products while supporting clients through the application process.
Long-term relationship management is emphasized, including ongoing servicing, policy reviews, and growing the client base through referrals.
Matching Summary
Match Score: 75
The Financial Advisory Specialist role at Placement Professionals in Singapore focuses on guiding clients through their life and health insurance decisions while fostering long-term relationships. Ideal candidates should have at least three years of sales experience in the financial services sector and relevant certifications, with an emphasis on customer engagement and retention.
Salary
Commission-based; Average approximate based on past earnings; Not specified
Skills & Requirements
Must-have
Engage with qualified leads promptly
Conduct financial needs analysis
Provide tailored insurance recommendations
Nice-to-have
Self-driven and resilient attitude
Ability to work independently
Strong client relationship management
Key Requirements
At least 3 years of sales experience in financial services