Sales Consultant, HNW Insurance Brokerage

Role Overview
As a sales representative, your responsibilities include advising financial products to clients while ensuring compliance with all relevant regulations and standards. You will also need to maintain strong relationships with clients, stay up to date with industry developments, and continuously develop your skills and knowledge.

• Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Build and maintain relationships with clients and partners to understand their financial goals and provide suitable financial advice, including advising high net worth and ultra-high net worth clients on suitable life insurance solutions for their needs.
• Conduct financial assessments and analysis to identify client, recommending appropriate financial products and services
• Prepare and deliver presentations to clients on financial planning and servicing existing clients and partners while addressing general ad-hoc and technical queries.
• Stay up to date with industry trends and regulatory changes to ensure compliance with MAS regulations, attend regular training sessions and seminars, and engage in marketing and training initiatives for partners.
• Work collaboratively with other team members to ensure client satisfaction and successful implementation of financial plans while continuously improving your skills and knowledge

Requirements

• Strong interpersonal, communication, and relationship management skills
• Experience in insurance brokerage will be an added advantage
• CMFAS Certification (M5, M9, M9A, HI)