Insurance Advisory Specialist (Direct Channel)

Create connections that move people and business forward.

About the Role

At AIA Singapore, you will be part of a purpose-driven organisation helping customers live Healthier, Longer, Better Lives.

Insurance Advisory Specialist (Direct Channel) plays a key role in helping customers make informed decisions to protect themselves and their loved ones. The incumbent is responsible to engage customers through meaningful conversations, understand their financial protection needs and recommend suitable insurance solutions that deliver positive customer experience and outcomes.

WHAT YOU'LL BE DOING:

Insurance Advisory and Sales Excellence

• Engage assigned customers through outbound consultative conversations to understand their protection, health and financial planning needs.

• Conduct comprehensive needs-based financial assessments and recommend suitable insurance solutions that align with customers objectives and circumstances.

• Clearly communicate product features, benefits, exclusions, costs and key considerations to support informed customer decision-making.

• Manage customer pipelines effectively, conduct timely follow-ups and maximise sales opportunities from qualified/assigned leads.

• Consistently achieve sales, productivity, quality and customer outcome targets.

• Deliver sales, productivity and conversion targets across both telesales and financial advisory activities.

Outstanding Customer Experience

• Build trusted customer relationships through professional and consistent customer-centric interactions.

• Resolve customer enquiries efficiently and collaborate with internal stakeholders to deliver seamless customer experiences and escalate issues/feedback/complaints where necessary.

• Maintain accurate documentation and complete records of all customer engagements and sales/advisory recommendations

Quality Regulatory Standards

• Conduct all sales and advisory activities in accordance with MAS regulations, company policies and industry best practices.

• Maintain required licensing, certifications and ongoing training requirements for regulated activities.

• Complete all required documentation and submissions within stipulated timelines.

• Participate actively in coaching, training and development initiatives to continuously enhance advisory and sales capabilities.

• Demonstrate and maintain the highest standards of integrity, professionalism and customer-first conduct at all times.

WHAT WE ARE LOOKING FOR:

• Diploma or Degree holder in any discipline
• Possess or is willing to obtain required certifications including BCP, PGI, HI and CMFAS qualifications (Res5, M9, M9A).
• Min 5 years of sales, financial services, insurance, banking, teleconsulting with excellent customer engagement experience and a strong track record of sales performance.
• Experience in insurance, banking, wealth advisory, telesales or contact centre sales environments will be advantageous.
• Strong passion for helping customers achieve better financial protection outcomes.
• Excellent communication, persuasion and relationship-building skills.
• Resilient, goal-oriented and motivated by performance and career progression.
• Ability to manage multiple customer conversations while maintaining service excellence.