Financial Manager (Insurance & Wealth Planning) | High Earning Potential

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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