Financial Manager

7 days ago

Singapore Elitez Group Full time

Overview 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. By submitting an application or your resume, you are deemed to have consented to Elitez Pte Ltd collecting, using, and disclosing your personal data for the purpose stated in our privacy notice ( You acknowledge that you have read, understood and agree with the terms in our privacy notice. Jack Wang Jiemin | EA Personnel No: R Elitez Pte Ltd | EA License No: 16C8004 Be careful - Don’t provide your

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