Insurance Agent

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. 1. Client Advisory & Relationship Management • Pinpoint and approach prospective clients. • Conduct holistic financial needs analysis. • Create tailored wealth management strategies. • Build long-term client relationships. • Deliver consistent portfolio evaluations and performance updates. 2. Product & Solution Structuring • Recommend suitable solutions including Life Insurance, Health Insurance, Investment-linked Policies, Retirement Planning Solutions + Savings and Wealth Accumulation Plans • Explain product features, risks, and benefits clearly 3. Compliance & Documentation • Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore). • Fill out all required paperwork with precision and high ethical standards. • Maintain proper client records. 4. Continuous Professional Development Stay updated with financial products and market trends Attend training sessions and professional development programs Required Qualifications • Relevant certifications (e.g., CMFAS modules in Singapore) • Strong interpersonal and communication skills • Sales-driven, self-motivated, and goal-oriented By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.