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Digital Financial Advisor Full-time Job

2 months ago Financial Services Singapore 57 views
Job Details

Your Mission:
1. We are digital and you must enjoy using technology and gadgets in your course of business. You will onboard new life insurance customers from assigned contacts and ensure a seamless customer journey through the pre and post sales process
2. Offer holistic advice including life and general insurance solutions based on the insurance needs and gaps identified
3. Provide omni-channel support to our customers with your best knowledge and efficiency
4. Actively participate in on-going client engagement events and programmes to increase sales and conversions
5. Communicate and engage customers at different touch points along the journey with our in house advisor application
6. Meet daily, weekly, and monthly KPIs as an individual while contributing to the team's goals

This role will give you opportunity to:
- grow alongside a company shaking up a traditional industry
- offer financial protection to people from the various communities we have built who comes from all walks of life
- experience the satisfaction of being a digital financial doctor using tools which effectively save time

About you:
1. At least 21 years old
2. Possess professional and effective communication skills
3. Fast learner and able to master technology and can adapt to changes quickly
4. Be a team player with a competitive drive; you enjoy being a part of a team but you also value being the best.
5. Unrelenting desire to improve professionally and personally
6. Even better if you have life insurance sales experience with any financial institution.

Company Description
Founded in 2016, PolicyPal offers personal insurance such as travel, personal accident, motor insurance and business insurance such as group employee benefits, cybersecurity, directors liability insurance. PolicyPal enables you to buy insurance instantly at affordable premiums with rewards points. Moving forward, the company plans on adding further lines of insurance and using our blockchain technology to provide proof of insurance and automated claims process.