Sales Consultant

The Sales Consultant will play a key role in delivering high-quality advisory services to clients and business partners, with a focus on insurance and liquidity planning. The role involves generating profitable client referrals, as well as actively engaging and servicing both partners and clients to support business growth and long-term relationships.

Responsibilities:

- Maintain consistent engagement of bankers in developing robust and sustainable referral relationships

- Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio

- Provide professional and quality advice to clients on their liquidity planning and insurance needs

- Achieve annual target of net revenue or an amount agreed upon during the annual review

- Fulfill full compliance to Client's internal compliance policies and procedures as well as MAS regulatory requirements

- Submit new business documents timely and accurately

- Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner

- Support other team members in client meetings, medicals and presentations

Requirements:

- Bachelor's degree or above from Finance or related discipline

- Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment

- Experience in the Chinese market will be advantageous

- Minimum 5-8 years working experience in sales and/or relationship management experience preferably in the insurance or banking industry

- Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients need

- Strong relationship development/management, communication and presentation skills

- Demonstrated ability to multi-task and work under extreme deadlines