Private Client Sales Advisor

Expat Insurance
Full Time
4 months ago

Job Description - Sales Advisor, Private Client Services  

Expat Insurance provides professional insurance advice on a complete portfolio of products including medical, home, travel, and motor insurance. An exciting new opportunity is available for an outgoing and sociable individual to join our front-end sales team providing effective insurance solutions for individuals and families. Our company operates a consultative sales approach so your sales process is interactive and tailored to individual client needs.  The role engages a client base of mobile professionals in Singapore and across Asia. 

Job Description: 

  • Provide needs analysis and insurance advice
  • Match the client’s needs with medical and travel insurance products  
  • Disseminate product information to clients in a clear, informative and helpful manner 
  • Build rapport to facilitate the sales process and generate a wide referral network  
  • Keep up to date client records on our Salesforce database
  • To attend networking events as and when required
  • Establish sales processes internally and with insurers
  • Maintain strong relationship with the Insurance relationship managers
  • Maintain knowledge of market and competitors’ activities and plans
  • Work with Marketing, EB and Life team to promote the brand and develop new business opportunities
  • Engage with lead generation efforts to ensure adequate pipeline, in consultation with the marketing department

Person Specification: 

  • Outgoing, able to quickly build client trust and rapport 
  • You have the ability to prioritize work, remain calm under pressure and are confident with decision-making.
  • You are a goal-oriented individual who is focused on monthly targets.
  • Demonstrates a professional and friendly telephone manner 
  • Able to communicate clearly in written English 
  • Able to take on and assimilate large quantities of information 
  • Demonstrates good attention to detail to provide accurate information to clients 
  • Well organized with ability to manage a large workload and deadlines 
  • Possesses good numerical ability for insurance premium calculations 
  • Positive attitude and team player 
  • Proficient in Microsoft Excel, Microsoft Word, Outlook,  
  • Experienced with Salesforce or similar CRM platforms  

You should have experience in the following areas:

  • Sales
  • People Management
  • Working in a fast-paced, high volume environment
  • Knowledge of the insurance industry


  • Examinations required: BCP, PGI and HI Insurance exams 

If this sounds like you, or anyone that you know, please contact Niina Tippin on +65 6439 8014 or email