Insurance Specialist

2 days ago


Singapore CAREER STORY PTE. LTD. Full time

**Insurance Specialist (No experience required)**

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range**:$2,500 - $6,000**(Commissions)

Work Location: near Novena MRT

**About Our Client**:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

**Job Overview**:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, 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.

**Job Scope**:

- 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.
- 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 high school 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**.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.



  • Singapore Manulife Insurance Malaysia Full time

    ***Nous utilisons des**pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d'utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Insurance...


  • Singapore RIZK INSURANCE SOLUTIONS AGENCY PTE. LTD. Full time

    We are looking for a General Insurance Specialist to join our family. The duties are, but not limited to, the followingadministrative work - Ensure that compliance requirement are fulfilled and adhere to - Ensure that the required CPD hours are completed every year - Advice client on new business request and work with the insurers for quotations and process...


  • Singapore ENRU LIM ORGANIZATION Full time

    Key Responsibilities of an Insurance Specialist: - **Sales and Marketing**:Some specialists focus on selling insurance products, developing marketing strategies, and building relationships with clients. - **Claims Processing**:They assist clients in filing claims and guide them through the claims process, ensuring compliance with policy terms and company...

  • Insurance Specialist

    2 weeks ago


    Singapore J.S.F Full time

    Key Responsibilities of an Insurance Specialist: Policy Analysis and Risk Assessment: Insurance specialists evaluate insurance applications, analyze risk factors (like age, health, or property details), and determine eligibility and coverage options. Policy Management and Customer Service: They handle policy administration, including processing...


  • Singapore The Edge Asia Full time

    With the increasing complexity of the financial landscape, the need for insurance specialists who can provide tailored advice to clients is becoming more important. The expansion of the team will enable the bank to provide a more personalized service to their clients and build stronger relationships with them. EA Licence Number: 16S8131 Recruiter Licence...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **Insurance Specialist** **Purpose of the Role** An insurance specialist interprets insurance plans. We are searching for a reliable, organized Insurance Specialist to join our organization. An insurance specialist has prior experience in the fundamental skills are building blocks for someone seeking the title of expert. **Benefits / Bonus** - Highest...


  • Singapore Shriram life insurance company limited Full time

    Overview As an insurance specialist, you will be responsible for providing expert advice and support to clients regarding insurance policies. Your role will involve assessing client needs, recommending suitable insurance products, and assisting with policy management, claims, and compliance. Your responsibilities may vary from handling administrative tasks...


  • Singapore The Edge Partnership Full time

    Some of the key responsibilities will include: - As an insurance specialist, you will work closely with the bank's Relationship Managers to provide protection plans and product advisory to clients. This collaboration will ensure that clients receive a comprehensive range of financial solutions that meet their individual needs. - You will also be responsible...

  • Insurance Specialist

    2 weeks ago


    Singapore HAVEND PTE. LTD. Full time

    **Job Description Havend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients’ interest comes first. We are looking are self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore. As an Insurance...


  • Singapore beBeeInsurance Full time $80,000 - $120,000

    Job Title: Insurance SpecialistWe are seeking an experienced Insurance Specialist to join our team. This is a challenging yet rewarding role for an insurance professional who can handle complex policy anniversary dates, curate annual review packs, and provide expert advice on liquidity planning and insurance needs.Record and track policy anniversary dates,...