Our company is looking for insurance advisory specialists and also a sales support & service executive.
Let me take some time to explain both roles so that you can see if you (or someone you know) is a right fit.
Insurance Advisory Specialist
Havend is a MAS-licensed financial advisory firm that is focused on providing insurance advise. Our insurance advisory specialist are the MAS-licensed adviser that speaks to our clients. They listen to what are the insurance-related challenges our clients have, look into their situation and suggest where are their shortfalls and how to get them to a more well-covered position.
Our advisory specialists understand the products they recommend well, as well as the prevalent or popular products in the market to help their prospects understand the common and less common features, the pros and cons, help them focus on the aspects of the products that are critical to them so that they can make well-form, right decisions better instead of leaving the session rather uninformed and indecisive about the products.
The insurance advisory specialist is full-time salaried position. You should be MAS-licensed or on track to getting licensed so that you can advise clients. There is no need to cold-call your friends, ex-coworkers or acquaintance to ask them whether they would like to review their situations. You will however be expected to work together in marketing and sales efforts as a team to share who we are, and more about wealth protection.
My colleague Si Jin, an insurance advisory specialist is here to explain the importance of long term care insurance.
David here helps you understand whether you run a risk of outliving your term insurance.
Both Si Jin and David can explain these insurance concepts well because they live and breath wealth protection day in day out, have experiences speaking with people about their concerns and needs. We need them to be able to understand our wealth protection framework for everyone, specific group of people and how each protection products play a part.
I would summarized that we need you to be:
- Conscientious: You might not know everything, but there should be a drive for you to want to know how you can help your prospects and clients better.
- Happy to speak and explain things clearly to others: This is a sales position and we have sales targets to meet. We find the best way is to firstly help our clients understand, so that they can eventually be decisive.
- Team player. You work in a team rather than be your solo-man or woman.
- Motivated to improve people’s lives. You should have a passion to improve the financial position of a person so that you can do a good job and meet your sales KPI
- You should like insurance enough! In your mind, you should be always in the mode of trying to figure out a good mental lattice of how to think about insurance.
Full job description is on Havend here.
Sales Support & Service Executive
We would like to add staff to improve our advisory processes as well so that we can scale up better.
This role looks like a very general role but let me try my best to describe what it is.
Si Jin, David and Omar are our insurance specialists that will talk with our clients and advise them.
If you first write in or contact us, our sales support & service executive is the first person you speak with. If you have contacted Havend in the past you will be greeted by Jayla.
Jayla will understand why did you contact us, explain to you enough about Havend, your future phase by phase Havend experience and what & why we need certain financial information from you.
Jayla will also be the one that manages the advise experience while we are with you (in case you can’t put a face to the voice, here is Jayla with our CEO Eddy).
This is a full-time salaried position.
Now I will go into the necessary skillset so that you can see whether you (or someone you know) would be suitable for the role:
- You need to like to talk with people. We can get a lot of contacts and leads coming in. This is not cold-calling people but people who have interests to be served by us. You will be proactively calling them and making them feel comfortable. If you don’t like to talk to people, you will hate this.
- You need to know something about insurance. Or you need to have some affinity towards it. Our main service is insurance advisory and you would need to understand the protection request to a certain degree because we need you to make some advisory process flow decisions.
- Be able to track advisory experience in a structured manner. You will be helping to ensure we give the prospects and clients a good experience so there will be much coordination but you will also be working on a Kanban-style sales process work flow. You cannot be someone who feels very comfortable communicating with people but cannot input client details, cannot update details in a system systematically, cannot proactively review if any client experience look out of place. You must be ok with scheduling and organization to a certain degree.
- Team player. A part of your job is working with our insurance sales lead, coordinating the time of our insurance specialists. If you struggle to empathize with people, cannot stand ‘stupid people’ who cannot understand things, why ‘people are trying to make your life difficult’ , then this might not be suitable for you.
Now you might be in a certain phase of your life and have tried being an adviser but realize that certain traits of yours make you struggle to be a good adviser. I think this may be something that may be suitable for you and you would want to consider.
Full job description is on Havend here.
More About Working in Havend.
If you have not heard of Havend, you can take a look at our official site to have an idea who we are, what we are trying to, the people involved to see if you would like to jump on the pirate ship.
Our YouTube videos can be found here and Instagram here.
We currently share our office with our parent Providend at 38 Duxton hill, which is a shophouse. We have a 2 day work-from-anywhere, 3 day work-in-office arrangement. We have co-workers in the late-20s, 30s, 40s and 50s. For some weird reason, an equal proportion of our company is interested in keeping fit and an equal proportion are too busy with life to do that.
I took this gay photo with my roommate Si Jin during our company retreat in Da Nang, Vietnam early this year. You can tell easily who is the one into keeping fit and who isn’t. Every year, we will take a trip as a company to reflect upon what we have done and achieve for the year so that we can regroup and move forward.
The office is 5 mins away from Maxwell MRT, 8 mins from Outram, Tanjong Pagar and Chinatown MRT stations.
While we are surrounded by food for those with higher purchasing power, we are also blessed to be surround by affordable food in Tanjong Pagar Market, Maxwell Market, Chinatown Complex. If you would like to venture further there is Amoy Street and Hong Lim.
Cai Png cost $0.70-$0.80 for vegetables and double that for the standard meat so you can have 2 veg and one meat for $3.40-$3.80. Coffee will cost $1.40-$1.60 depending if you like Kopi-O to C with the Ice one $1.90-$2.10.
If you are interested, do write in to us at this page.
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
You can view Kyith’s current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
