Advance Care Planner - Part-Time

The Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship building and referrals.

The Advance Care Planner duties might require him to work on weekends and after office hours and may involve travel to customers' locations. He has a friendly and outgoing nature and is able to build rapport with customers to establish trust.

• Engage customers to understand their personal details and preferences

• Analyse customer profiles to establish customers' risk profiles and objectives

• Recommend customised solutions based on customers' needs and objectives

• Develop tools for customers to assist them in meeting their goals and means of financing them

• Interpret legal and financial documents, medical laws and legal restrictions

• Seek out new customers and develop new customer groups by attending networking sessions and functions.

• Cultivate relationships with prospective customers

• Adopt customer acquisition and retention strategies to achieve sales targets

• Monitor outcomes of care plans and suggest enhancements that are in line with customers' financial objectives

• Correspond with customers to answer enquiries and resolve account problems

• Maintain ongoing relationships with customers to identify changing needs and circumstances

• Assist customers in account processes

Requirements:

• Minimum GCE 'A' Levels, International Baccalaureate, Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent

• Aged 21 years old & above

• No work experience required