At Poni Singapore , we empower driven professionals to reach new heights-whether you aspire to climb the corporate ladder or carve your own path in the dynamic world of financial services. As a Client Relationship Manager , you'll deliver tailored financial planning solutions to our high-value clients, helping them achieve their financial goals while building a thriving career of your own.

What We Offer

• Job Types : Full time corporate staff
• Basic salary, CPF and performance-based incentives and bonuses.
• Structured training program.
• Employee welfare, health insurance & corporate medical benefits.
• Opportunity to make a significant impact in a growing industry. Good career progression to management role.

Job Responsibilities

• Client Relationship Management - Build and nurture long-term partnerships with corporate and individual clients, acting as their main point of contact.
• Needs-Based Advisory - Analyze clients' financial data, understand their goals and challenges, and provide tailored insurance solutions.
• Dialogue with our clients to understand their business objectives and challenges.
• Present value-proposition to sales leads and current customers.
• Prospect for new sales leads and close sales.
• Performance Excellence - Achieve targets in sales, service quality, and operational standards while upholding the highest ethical and professional practices.

Requirements/ Qualifications:

• CMFAS Certificate in General Insurance (BCP, PGI, CGI).
• CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
• 1 year and above of insurance sales experience
• Minimum 21 yrs old

Soft Skills:

• Customer oriented, sharp mind and superior communication skills
• Hungry with high sense of urgency
• Ability to perform in a fast-paced and growth-charged startup environment
• Passionate about Financial Wellness, FinTech and InsurTech
• Being bilingual is a bonus.