INSURANCE AGENT X 20
- Client Advisory & Relationship Management
Identify and prospect potential clients
Conduct holistic financial needs analysis
Develop personalized financial plans
Build long-term client relationships
Provide regular portfolio reviews and updates
- 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
- Compliance & Documentation
Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
Complete documentation accurately and ethically
Maintain proper client records
- 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