Insurance Advisory Specialist (Direct Channel)

About the role

AIA Singapore is looking for an Insurance Advisory Specialist (Direct Channel) to help customers make informed decisions about protecting themselves and their loved ones. The role engages customers through meaningful conversations, understands their financial protection needs and recommends suitable insurance solutions that deliver positive outcomes.

Key responsibilities

• Engage assigned customers through outbound consultative conversations to understand their protection, health and financial planning needs.
• Conduct needs-based financial assessments and recommend insurance solutions aligned with customers' objectives and circumstances.
• Explain product features, benefits, exclusions, costs and key considerations clearly.
• Manage customer pipelines, follow up on leads and maximise sales opportunities.
• Meet sales, productivity, quality and customer outcome targets across telesales and financial advisory activities.
• Build trusted relationships, resolve enquiries efficiently and escalate issues, feedback and complaints where necessary.
• Maintain accurate records of all customer engagements and recommendations.
• Carry out all sales and advisory activities in line with MAS regulations, company policies and industry best practice, keeping licenses, certifications and training up to date.

Required profile

• Diploma or degree in any discipline.
• Minimum 5 years of sales, financial services, insurance, banking, teleconsulting or contact centre experience with a strong sales track record.
• Experience in insurance, banking, wealth advisory, telesales or contact centre sales is advantageous.
• Willingness to obtain required certifications including BCP, PGI, HI and CMFAS (Res5, M9, M9A).
• Excellent communication, persuasion and relationship-building skills; resilient, goal-oriented and able to handle multiple customer conversations.