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Client Adviser

Client Adviser

Income Insurance LimitedKuala Lumpur, Kuala Lumpur, Malaysia
2 days ago
Job description

Overview

Income Insurance Limited is a leading provider of financial services in Singapore, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.

About the role

As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full-time position offers you the opportunity to build lasting relationships with clients and contribute to the ongoing success of our company. This career opportunity is based in Singapore.

Responsibilities

  • Proactively engage with clients to understand their unique financial goals and needs
  • Provide comprehensive financial advice and solutions tailored to each clients circumstances
  • Process new applications and policy changes efficiently and accurately
  • Maintain detailed client records and documentation
  • Collaborate with internal teams to deliver exceptional customer service
  • Continuously expand your knowledge of financial products and regulations

Qualifications

  • Have obtained at least a diploma or degree in any field
  • Minimum 1.5 years of experience in sales
  • Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
  • Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
  • Excellent problem-solving and analytical skills to identify the right financial solutions
  • Ability to work independently and as part of a team
  • Familiarity with financial products and regulations, or a willingness to learn
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
  • What we offer

  • Competitive salary and performance-based bonuses
  • Ongoing training and development opportunities
  • Comprehensive health and wellness benefits
  • Flexible work arrangements to support work-life balance
  • A collaborative and supportive team culture
  • Apply now to become our next Client Adviser!

    Seniority level

  • Entry level
  • Employment type

  • Full-time
  • Job function

  • Sales and Customer Service
  • Industries

  • Insurance
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    Client • Kuala Lumpur, Kuala Lumpur, Malaysia