Junior Sales Consultant – Mentee Programme

JOB ID:1680287

The role provides a structured development pathway for candidates looking to build a long-term career within the UHNW insurance industry, with opportunities to progress into a Sales Consultant role.

We will count on you to:

• Support the Sales Consultant in day-to-day sales development and implementation activities.
• Assist in building and maintaining relationships with external business partners and referral networks under guidance.
• Coordinate insurance applications with insurers, ensuring submissions are accurate, complete and submitted within the required timelines.
• Manage documentation, application tracking and policy records throughout the case lifecycle.
• Support case management activities, including medical examination arrangements, lead coordination, onboarding and follow-up.
• Prepare insurance application forms, policy contracts and other relevant documentation.
• Assist with policy servicing matters, including client enquiries, reimbursements and post-sales support.
• Coordinate with internal teams, insurers and external stakeholders to follow up on outstanding requirements and resolve case-related matters.
• Develop working knowledge of insurance products, underwriting requirements and relevant financial services procedures.
• Participate in internal and external training programmes to develop product, technical and industry knowledge.
• Identify opportunities to improve internal processes, case tracking and operational efficiency.
• Work closely with the assigned mentor and gradually take on greater responsibility as part of the progression towards a Sales Consultant role.

What you need to have:

• Diploma or Bachelor's degree or equivalent.
• 3–5 years of experience, preferably within insurance, banking, wealth management, financial services or a related industry.
• Experience in insurance administration, policy servicing, case management, sales support or client servicing will be advantageous.
• Strong attention to detail with good organisational and follow-up skills.
• Good proficiency in Microsoft Office applications.
• Proactive, performance-driven and willing to learn.
• Good interpersonal and communication skills, with the ability to work effectively with different stakeholders.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771