Client Adviser
1 week ago
About us
Income Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.
About the role
As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full-time position offers you the opportunity to build lasting relationships with clients and contribute to the ongoing success of our company.
What you'll be doing
- Proactively engage with clients to understand their unique financial goals and needs
- Provide comprehensive financial advice and solutions tailored to each client's circumstances
- Process new applications and policy changes efficiently and accurately
- Maintain detailed client records and documentation
- Collaborate with internal teams to deliver exceptional customer service
- Continuously expand your knowledge of financial products and regulations
What we're looking for
- Have obtained at least a polytechnic diploma or degree in any field
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
- Excellent problem-solving and analytical skills to identify the right financial solutions
- Ability to work independently and as part of a team
- Familiarity with financial products and regulations, or a willingness to learn
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Fresh graduates are welcome to apply
What we offer
At Income Insurance Limited, we are committed to providing a rewarding and fulfilling work environment for our employees. As a Client Adviser, you can expect:
- Competitive salary and performance-based bonuses
- Ongoing training and development opportunities
- Comprehensive health and wellness benefits
- Flexible work arrangements to support work-life balance
- A collaborative and supportive team culture
Apply now to become our next Client Adviser
Job Types: Full-time, Permanent, Fresh graduate
Pay: $3, $4,500.00 per month
Benefits:
- Cell phone reimbursement
- Employee discount
- Health insurance
- Parental leave
- Professional development
Work Location: In person
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