About the Role:
We are seeking a proactive and detail-oriented individual to join our High Net Worth insurance team as an Associate Sales Consultant. In this role, you will work under the guidance of a senior Sales Consultant, gaining hands-on exposure across sales support, case management, and policy servicing. This position offers a clear development pathway into a Sales Consultant role.
Key Responsibilities:
- Support the sales team and your mentor in sales development and implementation
- Assist in building and maintaining relationships with private bankers, wealth planners, and referral partners
- Submit and liaise insurance applications with insurers, ensuring accuracy and timeliness
- Assist in documentation, tracking, and maintenance of applications and policies
- Support case management activities including medical examinations, logistics, and onboarding
- Prepare insurance forms, policy contracts, and related documentation
- Handle policy servicing matters such as reimbursements, enquiries, and post-sales support
- Respond to enquiries from internal and external stakeholders professionally
- Develop working knowledge of insurance products, services, and banks’ credit procedures
- Participate in training and continuous learning programs
- Contribute to process improvements and operational efficiency
- Diploma or Bachelor’s degree (or equivalent)
- 3–5 years of experience, preferably in banking, insurance, wealth management, or related financial services
- Exposure to insurance administration, policy servicing, case management, or sales support is preferred
- Strong attention to detail and organizational skills
- Proficient in Microsoft Office applications
- Performance-driven, proactive, and eager to learn
- Team player with good interpersonal and communication skills
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771