Corporate Solutions Consultant

Roles & Responsibilities

Corporate Solutions Consultant (B2B)

CO Wealth Advisory is looking for self-driven and results-oriented sales professionals to further develop our Corporate Solutions business which is one of our key markets and core strengths.

This is a specialised B2B financial advisory role where the candidate shall utilise their Sales Prospecting skills to engage with business owners and HR professionals to acquire new business accounts, to provide products and services for their Employee Healthcare Benefits and Commercial General Insurance needs.

Then utilise Client Servicing and Account Management skills to manage, grow and maintain these corporate accounts by delivering a high level of service to ensure long-term customer satisfaction and retention.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA FA Singapore, deploying a Premier Wealth Services business model that has won us awards for top High-Net-Worth, Corporate Solutions and Million-Dollar-Round-Table agency for consecutive years.

No Hard Selling. Unrestricted and Recurring Income. Monthly Allowance. Flexible Hours. Free Trips Abroad. Leads Provided During Training. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

Ready to CLIMB to the Top? Send your resume to hr@coadvisory.com

Responsibilities

• Develop new business, grow and maintain client accounts for our corporate portfolio.
• Provide service and advice to corporate clients for their Employee Healthcare Benefits, and General and Commercial Insurance needs.

Requirements

• A Levels, Full Diploma (3 years) or Degree holder.
• Experience in Sales, Marketing, Client Servicing, Business Development, Relationship Management, or Account Management is an advantage.
• Self-driven, results-oriented, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Joining bonus and monthly business allowance available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income within 1 year and fast tack to Manager to lead a team.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Tell employers what skills you have

Lead Generation
Account Management
can do attitude
Building rapport
Leadership
Sales Prospecting
Interpersonal Skills
Client Services
Relationship Management
Business Networking
Highly Resourceful
Results Oriented
Marketing
Self Driven
Attention to Details
Time Management
Positive Personality
Business Development
Able To Work Independently
Consultative Selling

---