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Client Relationship Managers

4 weeks ago

Singapore PONI FINANCIAL ADVISORY PTE. LTD. Full time
Roles & Responsibilities

About Poni Financial Advisory (Poni FA)

Headquartered in Singapore, Poni Insurtech ("Poni") is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With over 18 years of operating track record, the group currently has a presence in five markets including China, Hong Kong, Vietnam, Singapore and Philippines, having facilitated over USD 4 billion of GWP and served over 10 million insurance customers to date.

Poni Financial Advisory is the Singapore financial advisory entity of Poni Insurtech.

This is a salaried role (full time employment). You will be responsible to provide prompt, excellent and end to end service for customers:

  • who are seeking to purchase any insurance product
  • conduct financial needs analysis and recommendation

Responsibilities:

  • To work together as a team with the business team to achieve the Singapore insurance revenue targets
  • To strategize and think of ways to maximize lead potential
  • To ensure that CRM and dashboard are updated daily with all relevant information

B2C (To end users/ customers)

  • To provide prompt, excellent and end to end service for customers:
  • who are seeking to purchase any insurance product
  • conduct financial needs analysis and recommendation
  • require assistance with claims
  • renewing their policies
  • insurance product inquiries
  • on all touch points for Insurance

Requirements:

  • CMFAS Certificate in General Insurance (BCP, PGI, CGI)
  • CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A)
  • 2 years and above of insurance sales experience
  • CMFAS Certification in M8, M8A is a plus

Soft Skills:

  • Customer oriented, sharp mind and superior communication skills
  • Hungry with high sense of urgency
  • Ability to perform in a fast-paced and growth-charged environment
  • Passionate about Financial Wellness, FinTech and InsurTech
  • Being bilingual is a bonus.

What We Offer:

  • This is a salaried role (full time employment).
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package.
  • Opportunity to make a significant impact in a growing industry.
  • Dynamic and inclusive work environment.

Come join us and be part of Poni FA's business team to empower consumers to learn about personal finance and planning for their financial freedom. Here at Poni, we strive to provide opportunities for our team to learn, grow and thrive.

Tell employers what skills you have

Wealth Management
Relationship Management
Soft Skills
Needs Analysis
Insurance Sales
General Insurance
Communication Skills
Customer Oriented
Financial Advisory
Health Insurance