Financial Manager (Insurance & Wealth Planning) | High Earning Potential (KF) - #1125997

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.
  

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Jack Wang Jiemin | EA Personnel No: R1438259

Elitez Pte Ltd | EA License No: 16C8004