Client Advisory Executive

5 months ago

Singapore SINGAPORE LIFE LTD. Full time
Roles & Responsibilities

We are seeking a motivated and results-driven Client Advisory Executive to join our team and focus on reaching out to clients within our customer database. The primary objective of this role is to re-engage with these leads, understand their needs, and guide them through our offerings to drive conversions and build lasting client relationships. You will play a pivotal role in engaging with customers through calls, tagging clients, emails, offering assistance, and providing information. Additionally, you will initiate outbound calls to potential customers, addressing inquiries, promoting our products/services, and nurturing leads. Your ability to adapt to various tasks and provide top-notch service will contribute to our overall customer satisfaction and business growth.


  • Reach out to clients through outbound calls, emails, and other communication channels with the aim of re-engaging them and converting them into active clients.
  • Educate prospects about our company's offerings, highlighting key features, benefits, and value propositions.
  • Clearly and persuasively communicate the value propositions of our products/services, emphasizing how they align with the leads' needs and goals.
  • Collaborate closely with other teams, such as sales and marketing, to gather insights, share feedback, and contribute to refining the lead nurturing strategy.
  • Maintain accurate and up-to-date records of lead interactions, outcomes, closures, and follow-up actions.
  • Continuously update your knowledge about our products, industry trends, and competitive landscape to provide relevant information to leads.
  • Achieve individual and team targets for lead conversion, revenue generation, and customer satisfaction.
  • Participate in regular training sessions to enhance your product knowledge, communication skills, and sales techniques.
  • Strive to meet and exceed monthly and quarterly conversion targets, contributing to the overall sales goals of the company.

Requirements:


  • Higher Secondary/Pre-U/Full 'A' Level, Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree
  • Proven experience in sales, lead generation, or client advisory roles.
  • Excellent verbal and written communication skills, with the ability to engage and influence prospects.
  • Self-motivated, goal-oriented, and results-driven mindset.
  • Adaptability to evolving sales strategies and a dynamic sales environment.
  • Positive attitude, resilience, and persistence in pursuing leads and overcoming challenges.

Tell employers what skills you have

Product Knowledge
Wealth Management
Lead Generation
Management Skills
Microsoft Excel
Research and Development
Public Relations
Adaptability
Customer Satisfaction
Business Process
Cash Flow
Media Relations
Data Strategy

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