Insurance Agent

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I specialize in Financial Advisory (FA) and Insurance Roles please browse [More jobs from this company] for more roles.

1. Client Advisory & Relationship Management

• Pinpoint and approach prospective clients.
• Conduct holistic financial needs analysis.
• Create tailored wealth management strategies.
• Build long-term client relationships.
• Deliver consistent portfolio evaluations and performance 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).
• Fill out all required paperwork with precision and high ethical standards.
• 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
  

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