Insurance Specialist - Singapore - HAVEND PTE. LTD.

    HAVEND PTE. LTD.
    HAVEND PTE. LTD. Singapore

    3 weeks ago

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    Description
    Roles & Responsibilities

    Job Description

    Havend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients' interest comes first. We are looking are self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore.

    As an Insurance Specialist, you will be playing a critical role in providing sound, unbiased and holistic insurance advice to our clients to empower them to navigate their life journeys with confidence.

    Responsibilities

    • Delivering excellent client experience throughout the advisory journey
    • Understanding and assessing clients' need for protection
    • Developing and implementing insurance solutions for clients
    • Developing long-term client engagement
    • Assisting in claims and policy servicing

    Requirements

    To be successful in this position, you will be someone who:

    • Enjoys financial planning work as well as interactions with clients
    • Possess good understanding of insurance products and services
    • Is driven, tenacious and possess a strong sense of work ethics
    • Is a licensed financial adviser or on track to getting one
    • Has good interpersonal & communication skills
    • Has a diploma or bachelor degree in any discipline
    • Has prior working experience in a similar role could be an advantage
    Tell employers what skills you have

    Coaching
    Wealth Management
    Microsoft PowerPoint
    Microsoft Excel
    Aftersales
    Financial Planning
    Wealth Accumulation
    Risk Management
    Needs Analysis
    Compliance
    Good Communication Skills
    Communication Skills
    Retirement Planning
    Financial Advisory
    Microsoft Word
    Customer Service
    Tenacious
    Financial Services