Total 2 sales advisor job vacancies in Finance / Banking / Insurance category in D20 Bishan, Ang Mo Kio

Job Description:

An Insurance Sales Executive is responsible for selling automotive insurance policies to customers. The role involves interacting with potential and existing clients over the phone, via email, or through other digital communication channels to understand their insurance needs, provide appropriate product recommendations, and close

sales.

Roles & Responsibilities

• Engage with potential and existing customer via phone, email, or other digital communication channels to understand their insurance needs.
• Attend to customer inquiries, assist with policy renewals and provide support with any insurance-related questions.
• Maintain and update client records, ensuring all interactions, policy details, and sales activities recorded in database.
• Stay up-to-date with the latest automotive insurance products, industry trends, and sales techniques to better serve customers.
• Perform assigned ad-hoc duties.

Requirements:

• Diploma in Administration, Business or its equivalent.
• At least 1 years' work experience in a similar capacity preferred.
• Excellent communication, customer service and organizational skills.
• Proficient in Microsoft Office (Word, Excel).
• 5 days’ work week

Job scope:

• Handle and build relationship with the company leads.
• Develop and maintain strong relationships with exisiting clients, acting as their trusted advisor on investment matters.
• Conduct detailed assessments of clients' financial situations, risk tolerance, and investment goals.
• Create and present tailored investment strategies and financial plans that align with clients' objectives.
• Monitor and manage clients' investment portfolios, making adjustments as needed to optimize performance.
• Stay informed on market trends, economic developments, and new investment products.
• Communicate regularly with clients to provide updates, performance reviews, and ongoing advice.
• Ensure compliance with industry regulations and firm policies.
• Collaborate with other financial professionals within the firm to provide holistic financial planning services.

Qualifications:

• Degree in ANY faculty
• Deep knowledge of investment products, financial planning, and wealth management.
• Strong analytical skills with the ability to assess and analyise complex financial data.
• Excellent communication and interpersonal skills, with a client-first approach.
• Ability to build and maintain long-term client relationships.