Insurance Specialist
iFAST Corporation
Posted 3 days ago
We are seeking an experienced Offshore Insurance Specialist to support and grow our international insurance business based in Singapore. To succeed in this role, applicants must possess a strong understanding of insurance products and regulations in Singapore as compared to those available offshore, along with excellent presentation skills to effectively engage overseas advisers and international clients.
Job responsibilities:
Act as a subject matter expert on offshore insurance solutions, with a strong understanding of insurance products, offshore business frameworks, international markets, and cross-border regulatory environments.
Advise clients on life, wealth accumulation, legacy planning, and protection strategies tailored to offshore client needs.
Build and manage trusted relationships with overseas advisers, intermediaries, and clients.
Stay up to date on the firm’s full suite of insurance products, offshore offerings, regulatory developments, and market trends.
Deliver clear and confident presentations of insurance solutions to diverse international audiences in a dynamic, global environment.
Generate ideas and develop actionable plans to increase sales activity and effectively market insurance solutions to the offshore audience.
Support client onboarding, policy servicing, renewals, and claims processes.
Maintain accurate records and client documentation.
Requirements:
Diploma or Bachelor's degree in any discipline. CFP/AFP candidate preferred.
Self-motivated, proactive and have a strong sense of ownership. With the ability to work both independently and as a team player.
Excellent presentation, communication, organisational, and interpersonal skills with a strong attention to detail.
Fluent in Mandarin to effectively communicate, negotiate, and present to Mandarin-speaking clients and partners in key regional markets.
Knowledge of insurance products, regulations, and industry best practices.
Licensed in life insurance and general insurance.
Experience in handling offshore clients preferred.
About iFAST Corporation
iFAST Corporation is a wealth management fintech platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 12,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and India.
iFAST Financial Pte Ltd (iFAST Singapore) is the Singapore subsidiary of SGX-ST Mainboard-listed iFAST Corporation Ltd (iFAST Corp). iFAST Singapore holds the Capital Market Services licence and the Financial Advisers licence, issued by the Monetary Authority of Singapore, and is also a Central Provident Fund-registered Investment Administrator.
The subsidiary has two main business divisions, namely our Business-to-Consumer (B2C) website, Fundsupermart.com (FSM), which caters to DIY investors, and our Business-to-Business (B2B) platform which caters to the specialised needs of financial advisory (FA) companies, banks and financial institutions.
As at 31 March 2021 and across the jurisdictions iFAST Corp operates in, the Group has over 550,000 customer accounts with global fund houses and over 9,900 wealth advisers from across 5 markets, banks and financial institutions use the regional iFAST B2B platform.
Incorporated in the year 2000, the Group’s mission statement is, “To help investors around the world invest globally and profitably” and the company has just celebrated its 20th year anniversary in 2020.