Insurance Agent X 20

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 2. Product & Solution Structuring 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 3. Compliance & Documentation Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore) Complete documentation accurately and ethically Maintain proper client records 4. Continuous Professional Development Stay updated with financial products and market trends Attend training sessions and professional development programs 🧠 Required Qualifications Relevant certifications (e.g., CMFAS modules in Singapore) Strong interpersonal and communication skills Sales-driven, self-motivated, and goal-oriented