Poni Financial Advisory Pte. Ltd. is seeking a Client Servicing Executive to assist customers in navigating insurance products. The role involves direct customer interaction, providing quotes, and ensuring a smooth purchasing process while offering a structured training program and attractive employee benefits
Job Summary
You will serve as the key point of contact for customers seeking insurance products, guiding them through the purchase journey.
The role involves providing insurance comparison quotes and assisting with end-to-end policy issuance processes.
Employees receive structured training programs along with health insurance and corporate medical benefits.
Matching Summary
Match Score: 85
Poni Financial Advisory Pte. Ltd. is seeking a Client Servicing Executive to assist customers in navigating insurance products. The role involves direct customer interaction, providing quotes, and ensuring a smooth purchasing process while offering a structured training program and attractive employee benefits.
Salary
Basic salary; CPF and performance bonuses; Employee welfare and health insurance
Skills & Requirements
Must-have
1 year insurance sales experience
CMFAS General Insurance certification
CMFAS Life and Health Insurance certification
Customer oriented communication skills
Fast-paced startup environment
Nice-to-have
Bilingual communication ability
Passion for FinTech and InsurTech
High sense of urgency
Sharp analytical mind
Key Requirements
Minimum 21 years old
1 year and above insurance sales experience
CMFAS Certificate in General Insurance (BCP, PGI, CGI)
CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A)