Financial Advisory Specialist

MoneySmart Financial is a digital-first insurance marketplace that generates thousands of monthly customer enquiries from users actively comparing insurance options. Founded in 2009, MoneySmart’s mission is to empower consumers to make confident financial decisions while helping partners grow efficiently through performance-driven marketing.

Mission

Effectively convert qualified inbound enquiries into issued policies by conducting thorough needs analyses, presenting strong recommendations, and securing decisive closures.

This role is ideal for advisors who excel in:

• Speed-to-lead response
• Virtual advisory (phone / video consultations)
• High-volume sales conversion

Why You’ll Succeed Here

• Ready prospects are provided daily
• Data-driven sales environment with clear KPIs
• Strong support from marketing, tech and operations teams
• A culture that rewards speed, ownership and results
• We offer a highly competitive commission structure, with performance incentives that are directly tied to production and conversion

Responsibilities

Lead Conversion

• Contact new leads quickly to maximise engagement
• Conduct needs-based conversations and present solutions
• Close sales and drive applications through to issuance

Revenue Growth

• Hit monthly and quarterly sales and revenue targets
• Increase case size and product mix
• Identify cross-sell opportunities across life and health plans

Client Experience

• Deliver clear, trustworthy and professional advisory
• Maintain strong follow-up and post-sale servicing
• Conduct annual policy reviews to generate repeat business

Requirements

• Minimum 3 years in insurance / financial advisory sales with a strong understanding of life and health insurance products
• Required certifications : CMFAS M5, M9, M9A, HI
• Additional certifications (M8, M8A, PGI, BCP, ComGI) are advantageous
• Advisors comfortable working with high lead volumes
• Individuals who are disciplined, metrics-driven and target-oriented
• Strong communication and objection-handling skills

MoneySmart Culture Values & Tenets

The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:

• Play to win as a team
• Solve for the customer
• Embrace a personal growth mindset
• Step up and own it
• Challenge the status quo and deliver outcomes