The posting
Financial Consultant Servicing Executive | Insurance Operations | Non-Sales
📍 Marina One 💰 $3,960–$4,960/month + 0.5 Month Bonus ⚡ Immediate / Maximum 2 Weeks' Notice Preferred 💼 Non-Sales Role
Great opportunity for candidates with insurance / financial advisory experience who would like to move away from frontline sales into a client servicing and operations role supporting Financial Consultants.
Candidates with prior Financial Consultant / Personal Financial Consultant (PFC) experience who are keen on a non-sales position are welcome.
Financial Consultant & Policy Servicing
• Act as a key point of contact for Financial Consultants on insurance, investment and policy servicing matters • Coordinate closely with Underwriting, Policy Services, Claims and Investment Operations to resolve cases • Proactively follow up on outstanding or "stuck" policies and drive cases towards resolution • Ensure enquiries and servicing requests are handled accurately and efficiently
Investment & ILP Operations
• Monitor fund switches, top-ups and partial withdrawals • Follow up on failed trades, transaction delays and other investment servicing issues • Coordinate with Investment Operations and Customer Service to resolve discrepancies
Underwriting, Claims & Policy Operations
• Liaise with Underwriting on medical or financial loadings for higher-sum-assured cases • Support escalation and coordination of death, disability and critical illness claims • Coordinate with relevant teams on special or customised quotations • Follow through on complex policy servicing cases until closure
📩 Interested candidates, do submit your resume to : [email protected] OR telegram @jocelynchan
Jocelyn Chan | Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience) Company EA Licence number : 99C4599 Personnel EA License: R1331820



