Financial Advisory Specialist

MONEYSMART SINGAPORE PTE. LTD.

Singapore
Competitive commission structure; performance ince...
**
3+ years insurance sales experience
Cmfas m5, m9, m9a, hi certifications
High-volume lead conversion skills
** MoneySmart Singapore is seeking a Financial Advisory Specialist who excels in high-volume sales environments and is passionate about guiding clients in insurance decisions. The ideal candidate will possess at least three years of relevant experience and required certifications, thriving in a data-driven, performance-oriented culture that values collaboration and personal growth. **

Job Summary

  • The role focuses on converting qualified inbound enquiries into issued policies through thorough needs analyses.
  • Candidates will work in a data-driven environment with ready prospects provided daily to maximize engagement.
  • The company values include being hungry, humble, and smart while solving for the customer.

Matching Summary

Match Score: 75

** MoneySmart Singapore is seeking a Financial Advisory Specialist who excels in high-volume sales environments and is passionate about guiding clients in insurance decisions. The ideal candidate will possess at least three years of relevant experience and required certifications, thriving in a data-driven, performance-oriented culture that values collaboration and personal growth. **

Salary

Competitive commission structure; Performance incentives tied to production; Not specified

Skills & Requirements

Must-have

  • 3+ years insurance sales experience
  • CMFAS M5, M9, M9A, HI certifications
  • High-volume lead conversion skills

Nice-to-have

  • Additional CMFAS certifications like M8
  • Virtual advisory phone/video consultation
  • Cross-sell opportunities in life health

Key Requirements

  • Minimum 3 years in insurance/financial advisory sales
  • Required: CMFAS M5, M9, M9A, HI certifications
  • Strong understanding of life and health insurance products

Work Rights

Not specified

Tailored Resume

Cover Letter