- Execute Post-Sale Surveys: Conduct telephone or digital surveys with clients to verify their understanding of product features, fees, and risks.
- Audit Advisory Processes: Verify that financial advisers followed mandatory regulatory steps, performed accurate suitability assessments, and disclosed all material conflicts of interest.
- Identify Misselling Risks: Detect potential instances of misselling, aggressive sales tactics, or inadequate fact-finding during the client consultation phase.
- Document Audit Findings: Maintain detailed logs of client feedback
- Escalate Critical Breaches: Report serious advisory gaps, misrepresentations, or policy violations immediately to for further review or investigation.
- Provide Feedback Loops: Collaborate with relevant stakeholders to share survey insights that improve training programs and sales guidelines.
REQUIREMENTS:
- At least a Bachelor's degree or above.
- Any professional qualification will be an added advantage.
- At least 1 year of experience in customer handling, preferably having experienced in conducting client surveys.
- Must be proficient in MS Office and applications.
OTHER COMPETENCIES & TRAITS:
- Possess excellent communication skills
- Has a strong analytical mind with good problem-solving skills.
- Has a self-motivated personality and is able to work well in a team.
- Resourceful and adaptable to changes.
Skills Required
- Bachelor's degree or above
- Any professional qualification
- At least 1 year of experience in customer handling
- Experience conducting client surveys
- Proficiency in MS Office and applications
- Excellent communication skills
- Strong analytical and problem-solving skills
- Self-motivated and able to work well in a team
- Resourceful and adaptable to changes
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
