Insurance Specialist

4 weeks ago

Singapore IFAST FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

iFAST Corporation Ltd. is a global digital banking and wealth management platform with operations spanning across Singapore, Hong Kong, Malaysia, China, and UK. Incorporated in 2000, iFAST Corporation Ltd. (“iFAST Corp” or the “Company”, and together with its subsidiaries, the “Group”) is headquartered and listed in Singapore. The Group offers access to a wide range of investment products and services, wealth management solutions, banking services, research and investment seminars, Fintech solutions, pension administration, and investment administration and transaction services, serving financial advisory (“FA”) firms, financial institutions, banks, Fintech and Internet companies, as well as retail and high net worth (“HNW”) investors

We are seeking a motivated and detail-oriented Insurance Specialist to join our team. In this role, you will play a vital part in ensuring our clients have the insurance coverage they need. You will be responsible for interacting with clients and providing exceptional customer service.


Job Responsibilities

  • Develop and implement effective sales strategies to promote insurance products and achieve sales targets
  • Identify and cultivate leads through various channels
  • Conduct thorough needs assessments to understand clients' insurance requirements and provide suitable recommendations
  • Present insurance products and solutions to clients in a clear and professional manner, addressing any questions or concerns they may have
  • Create engaging and informative content for social media platforms, particularly TikTok/Instagram, to increase insurance awareness and engage with potential clients
  • Prepare and process insurance applications, ensuring accuracy and compliance with regulatory requirements
  • Build and maintain strong relationships with clients to foster long-term trust and loyalty
  • Stay updated on industry trends, market conditions, and product developments to provide informed advice to clients
  • Collaborate with insurers and internal teams, such as underwriting and claims, to facilitate seamless client experiences
  • Meet or exceed sales targets and KPIs
  • Maintain accurate records of sales activities and client interactions

Job Requirements

  • Diploma or Bachelor's degree in any discipline, or CFP/AFP candidate preferred
  • Self-motivated, proactive and have a strong sense of ownership
  • Strong presentation, communication, organisational, and interpersonal skills
  • Ability to work independently and as part of a team
  • Knowledge of insurance products, regulations, and industry best practices
  • Proficiency in Microsoft Office
  • Licensed in life insurance and general insurance
  • Proven track record of success in insurance sales or a similar role
  • High level of integrity and professionalism
  • Ability to learn and adapt to new technologies
  • Remuneration includes Basic Salary + Variable Component

What makes you stand out:

  • Like to think out of the box and possibilities to execute creative ideas
  • Self-starter and hungry for growth
  • Enjoy challenges and demonstrate adaptability and resilience in a fast paced environment
  • Have a strong sense of ownership, collaborative and value teamwork
  • Passionate about wealth management, and driven to prospect new business and develop long-term relationship with client

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.


Tell employers what skills you have

Wealth Management
Microsoft Office
Ability To Work Independently
Exceptional Customer Service
Wealth Accumulation
Administration
Insurance Sales
Underwriting
Adaptability
General Insurance
Life Insurance
Transaction Services
Banking
Financial Advisory
Regulatory Requirements
Ability To Learn

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