Insurance Portfolio Advisor

4 days ago

Singapore beBeeInsurance Full time

Job Overview

We are seeking a skilled Insurance Portfolio Advisor to join our team. As an Insurance Portfolio Advisor, you will be responsible for conducting in-depth customer interviews and identifying gaps in customers' portfolios to understand their pain points and recommend insurance policies that best suit their needs.

Key Responsibilities

  • Customer Interviews : Conduct thorough customer interviews to gather information about their current insurance portfolio and identify areas for improvement.
  • Portfolio Analysis : Analyze customers' insurance portfolios to identify gaps and opportunities for growth.
  • Policy Recommendations : Develop personalized policy recommendations based on customers' needs and goals.
  • Market Research : Stay up-to-date with market trends and competitor products to refine sales strategies and align with business objectives.

Requirements

  • Strong Communication Skills : Excellent communication and interpersonal skills to effectively interact with customers and colleagues.
  • Analytical Skills : Strong analytical skills to analyze complex data and make informed decisions.
  • Product Knowledge : In-depth knowledge of insurance products and services to provide expert advice to customers.

What We Offer

  • Competitive Salary : A competitive salary and benefits package to attract and retain top talent.
  • Opportunities for Growth : Opportunities for career advancement and professional growth within the company.
  • Collaborative Team Environment : A collaborative and supportive team environment that encourages open communication and idea-sharing.

About Us

We are a leading provider of insurance solutions dedicated to delivering exceptional customer service and building long-term relationships with our clients.

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