Location
singapore
Job Type
Full-time
Posted
July 15, 2026
Job Description
1. Client Advisory & Relationship Management
Identify and prospect potential clients
Conduct holistic financial needs analysis
Develop personalized financial plans
Build long-term client relationships
Provide regular portfolio reviews and updates
-
Recommend suitable solutions including:
Life insurance
Health insurance
Investment-linked policies
Retirement planning solutions
Savings and wealth accumulation plans
Explain product features, risks, and benefits clearly
Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore)
Complete documentation accurately and ethically
Ma...
Ready to Apply?
Submit your application for INSURANCE AGENT X 20 at AEON SEARCH CONSULTING PTE. LTD.
Apply Now