Financial Manager

2 weeks ago


Singapore Elitez Pte Ltd Full time

We are looking for an independent professional responsible for advising clients on comprehensive insurance and financial planning solutions . Responsibilities Client Consultation: Conduct in-depth needs analysis and provide tailored insurance and financial advice, primarily focusing on health, life, and investment-linked policies. Business Development: Utilize provided company leads and personal networks to effectively generate and develop a client base . Sales & Revenue: Achieve sales targets through focused effort and competitive commission-based earnings . Product Promotion: Promote a wide range of insurance products and investment plans. Customer Service: Maintain ongoing communication with clients for policy reviews, updates, and exceptional long-term service. Compliance: Ensure all client documentation is accurate and fully compliant with industry regulations . Market Development: Stay updated on industry trends and market conditions to identify new opportunities. Requirements Minimum Diploma or equivalent . No minimum experience required; more than 1 year of relevant experience is preferred . Possess good communication skills . Language: Multilingual ability is preferred . Licensing: Possession of M5, M8, M8A, M9, M9A & HI (Health Insurance) certifications is highly preferred. Must be willing to pursue and complete necessary industry courses (training provided). Start Date: Earliest possible. Compensation Earnings: Highly competitive commission-based package with earning potential ranging up to SGD 10,000++ and beyond. Work Schedule: Enjoy flexible working days and hours . Perks: Extensive training provided , quality leads provided, and opportunities for incentive trips . Location: Flexible working across our offices in Tampines and PLQ Paya Lebar . Professional Development: Course fees related to necessary licenses may be claimed upon successful completion of the probationary period. #J-18808-Ljbffr



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