The Financial Sales Advisor (Insurance Advisor/Agent) role is responsible for helping customers understand and select appropriate financial products and services. You will build relationships, assess customer needs, and guide clients through the sales process while ensuring recommendations align with company policies and applicable regulations. The position directly impacts customer satisfaction, revenue growth, and long-term client retention.

Responsibilities

Meet with prospective and existing customers to understand financial needs and goals
Recommend suitable financial products and services based on customer requirements
Explain insurance and investment product features, benefits, risks, and costs clearly and accurately
Build and maintain strong customer relationships through ongoing communication
Manage the full sales cycle from lead generation to closing and follow-up
Prepare and maintain required documentation and records for sales activities
Meet or exceed sales targets and performance metrics
Stay current on product updates, market trends, and relevant regulations
Collaborate with internal teams to ensure a smooth customer experience

Required Qualifications

With strong passion to experience sales, insurance and finance or customer-facing services (or a closely related field)
Strong communication and interpersonal skills
Ability to assess customer needs and provide clear, compliant recommendations
Comfort working toward sales targets and performance goals
Basic understanding of financial products and sales processes

Preferred Qualifications

TO BE SUCCESSFUL IN THIS CAREER: We are looking for driven, ambitious, and coachable individuals who are ready to learn, grow, and build a meaningful career in the insurance and financial services industry.
EDUCATION: College graduate with a Bachelor’s degree in any 4-year course.
EXPERIENCE: With or without sales experience—what matters most is your willingness to learn, take action, and develop professionally. Sales experience is an advantage.
SELECTION PROCESS: Successfully pass the (1) Initial CV screening, (2) AI-Interview Setup/Profiling, (3) Human Interview, (4) Invitation to a Career Orientation Program called Build Your Business (BYB), (5) Onboarding Program, Licensing Exam, and Completion of requirements, (6) Job Offer.
WINNING MINDSET: Possesses strong communication and interpersonal skills, with a driven, determined, results-oriented, competitive, and highly coachable mindset.
BUSINESS-READY: Owns a personal laptop, tablet, or iPad to support training, client engagement, digital presentations, and business activities.
FULL-TIME COMMITMENT: Ready to make a full-time commitment to building a rewarding career in the insurance and financial services industry.
INDEPENDENCE AND INITIATIVE: Ability to work independently and manage time effectively