Sales Consultant (HNW Insurance Brokerage)

[Job ID: 1625153]

Responsibilities:

• Provide financial advisory services to prospective clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Build and maintain strong relationships with clients and partners to understand financial goals and deliver suitable advisory solutions.
• Advise high-net-worth and ultra-high-net-worth clients on appropriate life insurance and financial planning solutions.
• Conduct comprehensive financial assessments and analysis to identify client needs and recommend suitable products and services.
• Prepare and deliver professional presentations on financial planning solutions to clients and partners.
• Service existing clients and partners by addressing general, ad-hoc, and technical queries in a timely manner.
• Stay current with industry trends and regulatory updates to ensure full compliance with MAS regulations.
• Participate in training sessions, seminars, marketing initiatives, and partner training activities.
• Collaborate closely with internal teams to ensure effective implementation of financial plans and high client satisfaction.

Requirements:

• At least 2–3 years of relevant sales experience within financial services, insurance, legal sectors, or equivalent professional environments.
• CMFAS certifications including M5, M9, M9A, and HI.
• Strong interpersonal, communication, and relationship management skills.
• Experience in insurance brokerage is an added advantage.
• Foundational knowledge of the High-Net-Worth (HNW) or Wealth Management sectors is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771