Insurance Team Manager

2 weeks ago


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

You will be:
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.

Responsibilities:

  • You will be the team lead to guide the relationship consultants
  • To work together as a team with the business team to achieve 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)
  • 3 years and above of insurance sales experience, with at least 1 year of managerial 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:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package.
  • Opportunity to make a significant impact in a growing industry.
  • Dynamic and inclusive work environment.
Tell employers what skills you have

CRM
Mentoring
Dashboard
Licensed Life Insurance Agent
Soft Skills
Needs Analysis
Insurance Sales
General Insurance
Pressure
Life Insurance
Communication Skills
Customer Oriented
Team Lead
Health Insurance
People Management

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