Personal Financial Consultant

  • Job category
    Banking and Finance
  • Job level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$3000 - S$4500

Job Description

  • Report to the CEO as part of the Broking Team and provide insurance broking advice and placement for clients
  • Liaise with clients to understand insurance needs and advise them accordingly
  • Obtain relevant underwriting information from client for submission to underwriters
  • Review rates, terms and conditions of quoted insurances and advise clients accordingly
  • Monitor client accounts and ensure outstanding payments are collected
  • Renew clients' expiring policies when applicable
  • Undertake relevant training and examinations as necessary to carry out job duties


  • Minimum Diploma and possess PGI, BCP, ComGI certificates and/or other related insurance ceritficates
  • Team Player
  • Motivated and good in communication

Interested candidates who wish to apply for the advertised position, please send in your resumes to to apply.

EA License No.: 13C6305

Registration No.: R1872398

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Closing on 07 Nov 2021

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