Client Adviser

Reposted 2 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Insurance
The Role
As a Client Adviser, you will provide financial advice, maintain customer relationships, and capitalize on sales opportunities. No prior experience is required, and you will be part of a supportive training program.
Summary Generated by Built In

Income Insurance is Singapore’s leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income’s innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and empower better financial well-being.

Income was established in 1970 and remains the only insurance co-operative in Singapore. We are committed to create a positive social impact through our products, services and people. Today, we insure close to 1.7 million lives in Singapore across life, health and general insurance. Our financial strength and diversified investment portfolio is reflected by our strong credit ratings which underpin the delivery of our commitment to customers.

With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours!

As part of our multi-channel distribution strategy, you will be in the forefront to provide our customers with financial and life protection solutions. 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. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs!

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 

To join us as a Client Advisor, you will need:       

  • No prior experience!
  • Have obtained at least a full certificate in GCE A levels, diploma or degree in any field
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
  • 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 Income branches. This is a corporate role. Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits. We also provide training and career progression.  We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.


About Us

Income Insurance Limited is Singapore’s leading composite insurer, offering products and services that serve the protection, savings, and investment needs of different life stages and for all segments of society.

Income’s innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and empower better financial well-being.

Income was established in 1970 and remains the only insurance co-operative in Singapore. We are committed to create a positive social impact through our products, services and people.

Today, we serve more than 2 million policyholders. Our financial strength and diversified investment portfolio are reflected by our strong credit ratings which underpin the delivery of our commitment to customers.

Skills Required

  • At least a full certificate in GCE A levels, diploma or degree in any field
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI
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The Company
HQ: Singapore, Singapore
2,440 Employees
Year Founded: 1970

What We Do

Income Insurance Limited (Income Insurance) is one of the leading composite insurers in Singapore, offering life, health and general insurance. Established in Singapore to plug a social need for insurance in 1970, Income Insurance continues to put people first by serving the protection, savings and investment needs of individuals, families and businesses today. Its lifestyle-centric and data-driven approach to insurance and financial planning puts the company at the forefront of innovative solutions that empowers the people it serves with better financial well-being. Additionally, Income Insurance is committed to being a responsible business that champions the environment and builds stronger communities by supporting financial inclusion, education for youth-in-need and seniors’ well-being. For more information, please visit www.income.com.sg

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