Insurance Advisory Specialist
1 week ago
Job Description
Havend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients' interest comes first. We are looking for self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore.
As an Insurance Specialist, you will be playing a critical role in providing sound, unbiased and holistic insurance advice to our clients to empower them to navigate their life journeys with confidence.
Incumbent is remunerated with a basic salary that commensurate with experience (from $3,700 onwards) and variable performance bonus.
Responsibilities
- Delivering excellent client experience throughout the advisory journey
- Understanding and assessing clients' need for protection
- Developing and implementing insurance solutions for clients
- Developing long-term client engagement
- Assisting in claims and policy servicing
Requirements
To be successful in this position, you will be someone who:
- Enjoys financial planning work as well as interactions with clients
- Possess good understanding of insurance products and services
- Is driven, tenacious and possess a strong sense of work ethics
- Is a licensed financial adviser or on track to getting one
- Has good interpersonal & communication skills
- Has a diploma or bachelor degree in any discipline
- Has prior working experience in a similar role could be an advantage
Microsoft PowerPoint
Microsoft Excel
Financial Planning
Risk Management
Needs Analysis
Good Communication Skills
Communication Skills
Retirement Planning
Financial Advisory
Microsoft Word
Customer Service
Tenacious
Health Insurance
Financial Services
Life insurances
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