Financial advisor - fintech (salaried)

Leads are provided - fintech platform.

Drive growth by connecting with prospective clients seeking life and health coverage, guiding them through tailored options and seamless policy issuance.

• Swiftly reach out to platform-generated leads to assess individual life and health protection needs.

• Evaluate and compare suitable plans across multiple providers to recommend optimal insurance solutions.

• Guide customers through application processes and coordinate follow-up activities until policy issuance.

• Deliver dedicated post-sales support and perform annual policy reviews to ensure long-term coverage alignment.

• Maintain flexibility to accommodate client meeting schedules and consistently meet monthly performance targets.

skills and experience required.

• Minimum 3 years of proven sales track record within financial advisory firms or insurance organizations.

• Strong subject matter expertise in financial planning, life and health products, and collective investment schemes.

• Possesses CMFAS certifications including Modules 5, 9, 9A, and HI; additional qualifications such as M8, M8A, BCP, PGI, or ComGI are advantageous.

• Independent worker with high resilience, self-motivation, and the ability to thrive under time-sensitive goals.

• Outstanding client-centric mindset with strong interpersonal and communication abilities.

Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354)