Client Adviser


Job Description

Roles & Responsibilities

You will be a Client Adviser made different. As part of our multi-channel distribution strategy, you will situate yourself in the forefront of our highly-visible Client Advisory Centre and provide our customers with direct sales advisory. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser. With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. But, it will still be your responsibility to conduct quality financial needs analysis with the customers and advise them on the best financial products at their disposal.

You will be required to:

  • Provide sound financial advice with proper fact-finding and review of customers
  • financial goals
  • Maintain long-lasting relationships with both existing and potential customers
  • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
  • Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
  • Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
  • Attend to enquiries from walk-in customers

To join us as a Client Adviser, you should:

  • Have obtained a diploma or degree in any field
  • Have at least 2 years of sales experience in any industry
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI is preferred
  • Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
  • Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

This is a full-time, permanent position, and you will be assigned to one of our 7 Client Advisory Centres. Remuneration package includes a permanent basic salary, attractive sales incentives, and full employee benefits. We will welcome your application if you do not have insurance experience but are keen on a career in insurance sales.


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