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Senior Associate, Direct Sales (Insurance)

๐Ÿ“… Sep 18
Insurance SalesCustomer ServiceCRM SystemsCommunication Skills
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๐Ÿ“œ Description

  • Maintain accurate records of client interactions and transactions using CRM systems.

๐Ÿ› ๏ธ Requirements

  • 3 - 5 years of prior experience in insurance sales, brokerage, or related field.
  • Bachelor's degree is preferred.
  • CMFAS Certifications: BCP, PGI, ComGI.
  • Strong knowledge of insurance products, policies, and regulations.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proficient in MS Office.

โœจ Benefits

  • Annual leave
  • Birthday leave
  • Tenure leave
  • International remote work leave
  • Five-day work week, hybrid work arrangement
  • Professional trainings, career advancement and internal mobility opportunities
  • Competitive benefits including insurance and mental wellness program
  • Identify, develop, and manage commercial partnerships to generate qualified car insurance leads.
  • Actively pursue opportunities to cross-sell and upsell insurance products based on customer needs.
  • Achieve monthly non-digital and digital insurance sales targets.
Full job description

About Us

MoneyHero Limited (NASDAQ: MNY) is a leading tech- and AI-powered personal finance aggregation and comparison platform that provides consumers with actionable insights to discover, compare, and choose the best financial products with confidence โ€” bringing data intelligence and seamless digital access across insurance and banking solutions. The Company operates in Singapore, Hong Kong, Taiwan and the Philippines. Its brand portfolio includes B2C platforms MoneyHero, SingSaver, Money101, Moneymax and Seedly, as well as the B2B platform Creatory. The Company also holds a preference share investment in Jirnexu Pte. Ltd. MoneyHero had over 280 commercial partner relationships as at June 30, 2026, and had approximately 3.7 million Monthly Unique Users across its platform for the three months ended June 30, 2026.

The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.

What We Offer

You will be entitled to a competitive salary and attractive benefits, including:

  • Annual leave, birthday leave, tenure leave, international remote work leave, and more
  • Five-day work week, hybrid work arrangement
  • Professional trainings, career advancement and internal mobility opportunities
  • Competitive benefits including insurance and mental wellness program

About the Job

The role of the Senior Associate, Online Sales (Insurance) is one of the most challenging and rewarding roles in SingSaver. Reporting to the Head of Insurance, you effectively lead revenue growth by providing our customers with the best service and impartial advice on insurance products.

The Senior Associate, Online Sales (Insurance) will be responsible for:

  • Identify, develop, and manage commercial partnerships with providers, automotive marketplaces and ecosystem partners (e.g. insurers, car portals, dealership networks) to generate qualified car insurance leads and drive car insurance sales online and offline
  • Actively pursue opportunities to cross-sell and upsell insurance products to customers based on their needs and preferences
  • Achieving monthly non-digital & digital insurance sales targets
  • Assist with customer inquiries and resolve issues related to insurance products
  • Facilitate insurance applications, endorsements, renewals, and cancellations, ensuring accuracy and timeliness.
  • Serve as subject matter experts and assist customers and internal stakeholders as and when required
  • Maintain accurate records of client interactions, policies, and transactions using CRM systems or other software platforms
  • Participate in ongoing training and professional development activities to enhance skills and knowledge

In this role, we are looking for someone with:

  • 3 - 5 years of prior experience in insurance sales, brokerage, or related field
  • Bachelor's degree is preferred
  • CMFAS Certifications: BCP, PGI, ComGI
  • Strong knowledge of insurance products, policies, and regulations
  • Proactive, adaptable, team-player with strong problem-solving skills
  • Excellent communication, negotiation, and interpersonal skills
  • Proficient in MS Office

Good to have:

  • Certificate in Life Insurance (M5, M9, M9A, HI)
  • Knowledge of CRM systems is a bonus
  • Experience in customer service
  • Able to analyze data and identify opportunities for growth

#LI-Hybrid
#Singsaver
#LI-AK1

What can you expect from us?
Impact: We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission.
Work: We have a team of over 350 talented individuals in 4 markets who are hyper passionate about building innovative financial solutions and making an impact on peopleโ€™s lives.
Culture: We take our work seriously but donโ€™t hesitate to keep things light. We can only create magic when we have a little bit of fun.
Thrive: We launched in 2014, and now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career.
Reputation: We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group
EEO Statement
MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics.
Important Information for Job Applicants
Recruitment fraud and fake job postings have become increasingly common and sophisticated. At MoneyHero Group, we are committed to maintaining a fair, transparent, and secure hiring process, and we take candidate trust and safety seriously.
Most legitimate opportunities at MoneyHero Group are published on our official careers portals, and our Talent Acquisition team will contact candidates only through authorized channels and official MoneyHero Group email addresses. For selected executive-level or confidential searches, we may partner with trusted recruitment firms, and candidates may be contacted by authorized recruitment partners engaged by MoneyHero Group.
MoneyHero Group will never request payment or ask candidates to share sensitive personal or financial information, such as banking details, during the recruitment process.
If you are contacted by someone claiming to represent MoneyHero Group and are unsure whether the communication is genuine, or if you receive a message about a MoneyHero Group opportunity that is not listed on our official careers portals, please contact us directly at recruitment@moneyherogroup.com to verify.
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