Digital Financial Advisor Full-time Job1 month ago - Financial Services - Singapore - 82 views
Founded in 2016, PolicyPal is a financial planning platform that helps people make the right choice for their financial needs, and provides affordable financial products through the use of predictive analytics. PolicyPal also connects financial advisors with different insurers and empowers them with everything they need to provide expert financial advice to consumers, from quotations to marketing, customer service and data analytics. With over 50,000 consumers on the platform, PolicyPal develops technology to transform protection and financial services for consumers, advisors and insurers across the entire insurance industry.
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
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.