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Financial Services Career Starter

3 weeks ago

Singapore beBeeInsurance Full time $40,000 - $80,000

Are you a driven and customer-focused professional looking to kickstart your career in insurance and financial services?

This role is perfect for newcomers and entry-level professionals who want to build a rewarding career in a dynamic industry.

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.

  • 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.