INSURANCE AGENT X 20
Gefragte Skills
Stellenbeschreibung
1. Client Advisory & Relationship Management
Identify and prospect potential clients
Conduct holistic financial needs analysis
Develop personalized financial plans
Build long-term client relationships
Provide regular portfolio reviews and updates
2. Product & Solution Structuring
Recommend suitable solutions including:
Life insurance
Health insurance
Investment-linked policies
Retirement planning solutions
Savings and wealth accumulation plans
Explain product features, risks, and benefits clearly
3. Compliance & Documentation
Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
Complete documentation accurately and ethically
Maintain proper client records
4. Continuous Professional Development
Stay updated with financial products and market trends
Attend training sessions and professional development programs
🧠 Required Qualifications
Relevant certifications (e.g., CMFAS modules in Singapore)
Strong interpersonal and communication skills
Sales-driven, self-motivated, and goal-oriented
Quelle: mycareersfuture.gov.sg. Für die Inhalte der Inserate übernehmen wir keine Haftung.
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