Financial Planning Specialist

3 days ago


Singapore THE GREAT EASTERN LIFE ASSURANCE COMPANY LIMITED Full time
Job Summary

We are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at The Great Eastern Life Assurance Company Limited. As a key member of our sales team, you will be responsible for acquiring new customers, marketing and selling life insurance and other financial products, and providing exceptional customer service.

Key Responsibilities
  • Acquire new customers and grow your portfolio through effective sales and marketing strategies.
  • Market and sell life insurance and other financial products to customers, ensuring compliance with regulatory requirements and company policies.
  • Facilitate and support customers' purchase journey, providing personalized advice and guidance.
  • Develop and implement financial plans to meet customers' protection, savings, and investment needs.
  • Provide ongoing customer service and support, ensuring customer satisfaction and loyalty.
  • Stay up-to-date with market trends, regulatory changes, and product developments to ensure you are always providing the best possible advice to customers.
Requirements
  • A recognized degree in any discipline.
  • Strong interpersonal and communication skills, with the ability to work effectively with customers and colleagues.
  • Entrepreneurial and self-motivated, with the ability to work independently in a fast-paced environment.
  • Prior experience in financial services sales, with a proven track record of success.
  • Successfully appointed under the Representative Notification Framework (RNF) and passed all Fit and Proper checks.
  • High level of integrity, with a strong sense of accountability and a good attitude towards teamwork.
About Us

The Great Eastern Life Assurance Company Limited is a leading insurance company with a rich history dating back to 1908. We are committed to providing our customers with exceptional service and support, while also promoting a culture of integrity, initiative, and involvement among our employees.

We are proud to be a signatory to the United Nations (UN) Principles of Sustainable Insurance, and we are committed to making a positive impact on the environment and society through our business practices.



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