Insurance Consultant

2 days ago

Paya Lebar, Singapore One Degree Alliance Full time

**Job Summary**

Job Duties:

- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- analyzing information and preparing plans best suited to individual clients' requirements;
- completing risk analyses;
- researching the marketplace and providing clients with information on new and existing products and services;
- designing financial strategies;
- assisting clients to make informed decisions;
- researching information from various sources, including providers of financial products;
- reviewing and responding to clients changing needs and financial circumstances;
- promoting and selling financial products to meet given or negotiated sales targets;
- negotiating with product suppliers for the best possible rates;
- liaising with head office and financial services providers;
- liaising with other professionals, such as estate agents, solicitors and valuers;
- keeping up to date with financial products and legislation;
- plan and set up financial talks and seminar - producing financial reports;
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised product

**Responsibilities and Duties**

Job Responsibilities

Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

**Qualifications and Skills**

Job Requirements
- Min Diploma - Fresh Grad welcome ( Training provided ) Phone Skills, People Skills, Supports Diversity, Results Driven, Professionalism, Organization, Project Management, Judgment, Sales Orientated

**Benefits**

Run Your Own Business

We offer a fast track career path and comprehensive support for you to manage your own team in 1.5 years as a Financial Services Manager and lead an Organisation as a Financial Services Director in 3.5 years
- No Limits to Your Income
- On top of earning your first year commission, you will enjoy renewal year commission, quarterly volume and adviser persistency bonuses
- Flexible Working Hours
- While average Singaporeans working fix and longer working hours you will plan your own time and schedule
- Helping People
- Empower people to live the life they wish while being protected through providing sound financial advice
- Growing Aging Population
- With growing life expentancy, elderly Singaporeans who do not have enough CPF savings for retirement and medical expenses may turn to us to fill that need
- More Financial Needs
- There is a growing need for professional financial advice and with Singaporeans are covered or only 2.8 times their annual income on average, which is well below the ideal level of 10-12 times

**Salary**: $5,000.00 per month

Schedule:

- Flexible hours

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