Financial Advisory Specialist
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
jiawei@placement.com.sg
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
We are a technology-driven insurance marketplace that connects customers with suitable insurance solutions through a steady flow of monthly enquiries from users actively seeking coverage options. Our goal is to help consumers make informed financial choices while enabling our partners to scale effectively through results-focused marketing strategies.
Mission
Convert qualified inbound leads into successful policy placements by understanding customer needs, providing relevant recommendations, and guiding clients confidently through the decision-making process.
This role is ideal for advisors who excel in:
- Responding quickly and effectively to incoming leads
- Providing advisory services through digital channels such as phone and video consultations
- Achieving strong sales performance through high-volume conversion activities
Why You’ll Succeed Here
- Access to a consistent pipeline of qualified prospects every day
- A performance-focused sales environment supported by measurable goals and KPIs
- Strong collaboration with marketing, technology, and operations teams
- A culture that recognises initiative, accountability, speed, and results
- We provide an attractive commission structure with performance rewards directly linked to sales outcomes and conversion success
Responsibilities
Lead Conversion
- Engage new prospects promptly to maximise response rates and customer interest
- Understand customer needs through consultative conversations and recommend suitable solutions
- Successfully convert opportunities into completed applications and issued policies
Revenue Growth
- Achieve monthly and quarterly sales performance and revenue objectives
- Grow business value by increasing case sizes and expanding product recommendations
- Identify additional opportunities to support clients with relevant life and health insurance solutions
Client Experience
- Provide professional, transparent, and reliable financial advisory support
- Maintain consistent client engagement through effective follow-ups and post-sale service
- Conduct regular policy reviews to strengthen relationships and encourage ongoing client support
Requirements
- Minimum 3 years in insurance / financial advisory sales with a strong understanding of life and health insurance products
- Required certifications : CMFAS M5, M9, M9A, HI
- Additional certifications (M8, M8A, PGI, BCP, ComGI) are advantageous
- Advisors comfortable working with high lead volumes
- Individuals who are disciplined, metrics-driven and target-oriented
- Strong communication and objection-handling skills
Our Culture Values & Tenets
The qualities we value reflect the characteristics of individuals we want to build our team with. We look for people who are Hungry, Humble, and Smart, while also demonstrating the following company values:
- Work together as a team to achieve shared success
- Prioritise customer needs and create meaningful solutions
- Maintain a mindset focused on continuous improvement and development
- Take responsibility, show initiative, and own your outcomes
- Challenge existing approaches and focus on delivering impactful results
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.