MoneySmart Financial is a digital-first insurance marketplace that generates thousands of monthly customer enquiries from users actively comparing insurance options. Founded in 2009, MoneySmart’s mission is to empower consumers to make confident financial decisions while helping partners grow efficiently through performance-driven marketing.
Mission
Effectively convert qualified inbound enquiries into issued policies by conducting thorough needs analyses, presenting strong recommendations, and securing decisive closures.
This role is ideal for advisors who excel in:
- Speed-to-lead response
- Virtual advisory (phone / video consultations)
- High-volume sales conversion
Why You’ll Succeed Here
- Ready prospects are provided daily
- Data-driven sales environment with clear KPIs
- Strong support from marketing, tech and operations teams
- A culture that rewards speed, ownership and results
- We offer a highly competitive commission structure, with performance incentives that are directly tied to production and conversion
Responsibilities
Lead Conversion
- Contact new leads quickly to maximise engagement
- Conduct needs-based conversations and present solutions
- Close sales and drive applications through to issuance
Revenue Growth
- Hit monthly and quarterly sales and revenue targets
- Increase case size and product mix
- Identify cross-sell opportunities across life and health plans
Client Experience
- Deliver clear, trustworthy and professional advisory
- Maintain strong follow-up and post-sale servicing
- Conduct annual policy reviews to generate repeat business
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
MoneySmart Culture Values & Tenets
The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:
- Play to win as a team
- Solve for the customer
- Embrace a personal growth mindset
- Step up and own it
- Challenge the status quo and deliver outcomes
MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.
Skills Required
- At least 3 years of sales experience in the financial services industry
- Good knowledge of financial planning and the insurance industry
- CMFAS Modules 5, 9, 9A qualifications
What We Do
MoneySmart Group is South East Asia's leading personal finance portal helping consumers compare loans, insurance, and credit cards. You have life goals to meet and want to get ahead. It could be about choosing the right credit card for your needs, selecting the right mortgage plan for your first home or managing a savings plan for successful retirement. You have tons of decisions to make, but time, money and energy are limited resources. On top of that, there are so many banks out there trying to sell you their products. How then do you make sense of the flood and complexity of information without feeling like you’re getting screwed over? At MoneySmart, we’ve made it our mission to simplify your personal finance decisions. As everyday consumers ourselves, we understand your expectations, hopes and concerns and we've built MoneySmart.sg in Singapore and DuitPintar.com in Indonesia as the go-to, all-in-one portals for personal finance. We work together with you to help make your life goals happen. So whether you’re budgeting your first pay check, crossing out something from the ultimate travel bucket list, saving for that dream wedding, becoming a new homeowner or planning for retirement, you can be assured of making a smart choice – all for free in one place. From everyday decisions like choosing the best credit card to big decisions like buying a home, we show you what’s out there, recommend what’s best for you and help you to apply. Be informed and inspired about how to best earn, spend and grow your money to achieve your goals in life. MoneySmart Group is HIRING and we're looking for talented people like you! https://www.moneysmart.com/
