Financial Advisory Specialist

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.

Through aggregating and consolidating product information to a single platform for comparison MoneySmart empowers consumers to make better financial decisions. We have put the power back into the consumers’ hands. Whether it is for loans, insurance, or credit cards, MoneySmart makes information easy to understand and products easy to apply for – all in one place.

We are growing and we’re looking for talents to come onboard our insurance team as a Financial Advisory Specialist based in Singapore.

Mission 

MoneySmart Financial generates leads on its platform in the form of customers who are in the market for life and health insurance and who are interested in connecting with a Financial Advisory Specialist. Your mission will be to promptly call all the leads assigned to you, find out more about these customers’ life and health insurance needs, compare among the different available options, advise them on the best-suited option, assist them on the application process and facilitate the follow-up until the life/health insurance policy is officially issued. Post-sales servicing and customer retention in the form of reviewing their life/health insurance annually are also crucial aspects of this role.

You are expected to be highly responsive, provide top-notch service and competent advice, and get back to customers quickly in order to ensure excellent customer experience. You may need to be available outside of standard working hours because customers may not be available during the day due to work commitments. You are expected to be self-motivated, disciplined, accountable, and committed to achieving your monthly sales targets.

You will be working closely with our Senior Financial Advisory Manager to grow the business, drive sales excellence and foster a positive client-centric culture. This role offers an excellent opportunity to achieve great success on a personal and team level, contributing to the growth of the Group’s overall business in Singapore.

Responsibilities

• Provide holistic financial advisory services to new and existing customers of MoneySmart Financial
• Conduct financial planning and financial needs analysis for customers
• Provide recommendation and implementation of insurance solutions
• Foster and maintain strong customer relationships to deliver excellent customer service
• Handle all leads and enquiries assigned and expand customer base through referrals
• Deliver sales-related objectives and key results
• Ensure appropriate advisory practice and proper documentation
• Adhere to both internal policies and procedures as well as external regulatory requirements

Requirements

• At least 3 years of sales experience in the financial services industry, preferably in FA firms and/or insurance companies
• Good knowledge of financial planning and the insurance industry
• Sound understanding of insurance products and collective investment schemes
• Able to carry out duties independently with minimal supervision
• Able to learn and adapt quickly, working under pressure and time constraints
• Self-motivated with a resilient mindset to achieve objectives and key results
• CMFAS Modules 5, 9, 9A and HI qualifications; M8, M8A, BCP, PGI and ComGI will be an added advantage

Moneysmart culture values and 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
• Own it openly
• 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.