Financial Advisory Specialist
4 weeks ago
Be among the first 25 applicants. Direct message the job poster from MoneySmart Group. MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions. We are growing and we’re looking for talents to come onboard our insurance team as a Financial Advisory Specialist based in Singapore. Mission Your mission will be to promptly call all the leads assigned to you, find out more about these customers’ life and health insurance needs, compare among the different available options, advise them on the best-suited option, assist them on the application process and facilitate the follow-up until the life/health insurance policy is officially issued. Post-sales servicing and customer retention in the form of reviewing their life/health insurance annually are also crucial aspects of this role. You will be working closely with our Senior Financial Advisory Manager to grow the business, drive sales excellence and foster a positive client-centric culture. This role offers an excellent opportunity to achieve great success on a personal and team level, contributing to the growth of the Group’s overall business in Singapore. Responsibilities Provide holistic financial advisory services to new and existing customers of MoneySmart Financial Conduct financial planning and financial needs analysis for customers Provide recommendation and implementation of insurance solutions Foster and maintain strong customer relationships to deliver excellent customer service Handle all leads and enquiries assigned and expand customer base through referrals Deliver sales-related objectives and key results Ensure appropriate advisory practice and proper documentation Adhere to both internal policies and procedures as well as external regulatory requirements Requirements At least 3 years of sales experience in the financial services industry, preferably in FA firms and/or insurance companies Good knowledge of financial planning and the insurance industry Sound understanding of insurance products and collective investment schemes Able to carry out duties independently with minimal supervision Able to learn and adapt quickly, working under pressure and time constraints Self-motivated with a resilient mindset to achieve objectives and key results CMFAS Modules 5, 9, 9A and HI qualifications; M8, M8A, BCP, PGI and ComGI will be an added advantage MoneySmart culture values and tenets Play to win as a team Solve for the customer Embrace a personal growth mindset Own it openly Challenge the status quo and deliver outcomes MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias. Seniority level Mid-Senior level Employment type Full-time Job function Sales and Consulting Industries Technology, Information and Internet Referrals increase your chances of interviewing at MoneySmart Group by 2x Get notified about new Consulting Specialist jobs in Singapore, Singapore. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Financial Advisory Specialist
4 weeks ago
Singapur, Singapore MoneySmart Group Full timeMoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions. Through aggregating and consolidating product information to a single platform for comparison MoneySmart empowers consumers...
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Financial advisory Manager
2 weeks ago
Singapur, Singapore Avallis Financial Pte Ltd (formerly First Principal Financial Pte Ltd) Full time6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Avallis Financial Pte Ltd Director at Avallis Financial Pte Ltd - Life & Qualifying Member MDRT. Avallis Financial Pte Ltd, originally established in 1997 as First Principal Financial, is a leading pioneer in...
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