- 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
- 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
Insurance Specialist - Singapore - HAVEND PTE. LTD.
3 weeks ago
Description
Roles & ResponsibilitiesJob 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
Requirements
To be successful in this position, you will be someone who:
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