Financial Advisory Specialist

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D We are a technology-driven insurance marketplace that connects customers with suitable insurance solutions through a steady flow of monthly enquiries from users actively seeking coverage options. Our goal is to help consumers make informed financial choices while enabling our partners to scale effectively through results-focused marketing strategies. Mission Convert qualified inbound leads into successful policy placements by understanding customer needs, providing relevant recommendations, and guiding clients confidently through the decision-making process. This role is ideal for advisors who excel in: Responding quickly and effectively to incoming leads Providing advisory services through digital channels such as phone and video consultations Achieving strong sales performance through high-volume conversion activities Why You’ll Succeed Here Access to a consistent pipeline of qualified prospects every day A performance-focused sales environment supported by measurable goals and KPIs Strong collaboration with marketing, technology, and operations teams A culture that recognises initiative, accountability, speed, and results We provide an attractive commission structure with performance rewards directly linked to sales outcomes and conversion success Responsibilities Lead Conversion Engage new prospects promptly to maximise response rates and customer interest Understand customer needs through consultative conversations and recommend suitable solutions Successfully convert opportunities into completed applications and issued policies Revenue Growth Achieve monthly and quarterly sales performance and revenue objectives Grow business value by in…