Customer Sales Consultant

Permanent Role, Singapore


  • Promote the image of the company by providing and delivering competent, efficient and quality customer services at service standard levels above the peers in the market.



  • Responsible to attend to direct customers enquiries and requests (including New Business Sales, Renewal Follow-ups, Policy Servicing, Claims, and Premium Management) through inbound and outbound phone, e-mail, web-chat, SMS and walk-in.
  • Delivering high quality sales, accurate and prompt service to customers meeting or exceeding respective service levels and turnaround times.
  • Follow through potential new business purchases and renewals, offer up and cross selling of products to customer on need-based selling.
  • Objection handling.
  • Ensure that day to day operational duty are complete on real time basis or promptly- Logs, Escalations, Follow ups required.
  • Proactively manage caseload to meet personal targets and service standards;
  • Produce high-quality written work that clearly sets out sound, robust and evidence- based conclusions, and that follows established guidance.
  • Complying with the relevant regulations, internal policies and procedures in the service delivery.
  • Support the business in achieving its sales financial goals and objectives and participate in cross functional initiatives aligned with the Business Development Plan.
  • Strike the right balance between the needs of the direct customers and the company.
  • Manage customers’ complaints & feedback on the products, escalate where necessary and collaborate with various internal stakeholders in order to achieve fair outcomes according to the complaint resolution process.
  • Able to perform in a fast paced environment where multitasking is required.



  • GCE ‘O’ Level / Diploma holder/ Degree holder.
  • At least 1 – 3 years of experience in the front line customer service/sales support function preferably in general or life products or both insurance industry.
  • Or face to face sales conducting financial advisory services through fact finding and advises products on needs based selling.
  • Preferably possess relevant insurance certifications – M5, M9, HI, BCP, CGI. PGI.
  • Positive, proactive and sales driven work attitude.
  • Track record of demonstrating integrity, even when inconvenient.
  • Able to work independently and within a team.



  • Excellent verbal and written communication skills.
  • Cheerful and outspoken.
  • Able to handle multiple tasks simultaneously.
  • Able to overcome sales rebuttals and/or rejections of customer.
  • Able to strategize or set priority to achieve high sales productivity.
  • Work as a team member in a team environment.
  • Familiar with a wide range of financial products- General, Life and Health.
  • Proficiency in MS Office skills and generally tech-savvy.
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