Insurance Agent

1 week ago

Singapore CAREER STORY PTE. LTD. Full time
Roles & Responsibilities

Insurance Agent (Licensed Agent)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: Commission Based

Work Location: near Novena MRT

About Our Client:

Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:

We are seeking a motivated and dynamic individual to join our client's team as an Insurance Agent. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Agent, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You'll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

  • Identify and approach prospective clients through leads, referrals, and networking opportunities.
  • Schedule and conduct meetings with clients to understand their insurance and financial needs.
  • Provide professional advice on suitable insurance products and coverage options.
  • Prepare and present insurance proposals to clients.
  • Perform follow-up calls and maintain ongoing client relationships.
  • Conduct periodic policy reviews to ensure clients' coverage aligns with their evolving needs.
  • Assist clients with policy applications and ensure all documentation is accurately completed.
  • Stay updated with industry trends, insurance products, and regulatory requirements.
  • Meet sales targets and contribute to the team's overall performance objectives.

Requirements:

  • No prior experience is required; newcomers and entry-level professionals are welcome.
  • Strong interpersonal and communication skills.
  • Ability to build rapport and foster trust with clients.
  • Proactive and self-motivated with a results-driven mindset.
  • Basic knowledge of financial and insurance products is a plus but not mandatory.
  • Minimum Diploma or equivalent; a Bachelor's degree in Business, Marketing, or related field is preferred.
  • Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

Note: Need to take personality test online (duration : 30 mins)

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito ||| EA Registration: R251265801

Tell employers what skills you have

Wealth Management
Sales
Referrals
Financial Management
Customer Relationships
Wealth Accumulation
Marketing
Mentorship
Networking
General Insurance
Life Insurance
Communication Skills
Excel
Financial Advisory
Regulatory Requirements
Financial Services

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