Insurance Associate

About the Role:

We are looking for a knowledgeable and proactive Insurance Advisor to join our investment advisory team. In this role, you will serve as the go-to expert on insurance—educating clients, supporting advisors, and ensuring a seamless end-to-end insurance experience. You will take ownership of the insurance lead funnel, contribute to client closures, and work closely with internal insurance teams to keep product knowledge fresh and relevant.

This role blends product expertise, client communication, and execution ownership—and plays a crucial part in helping our clients make well-informed protection decisions.

Key Responsibilities

• Engage with prospective insurance clients

  to understand their needs and guide them through suitable insurance solutions (life, health, term, etc.)
• Act as the

  domain expert on insurance

  —advising both clients and internal teams on product features, riders, exclusions, premium quotes, and regulatory clauses

• Own the sales conversion process

  for insurance leads generated by our investment advisors—take full accountability for closing the loop from interest to issuance

• Maintain and track the insurance funnel

  , ensuring timely follow-ups and a high conversion rate
• Coordinate with our support team to ensure all

  post-sale processes

  - documentation, onboarding, and client servicing are running smoothly

• Liaise with the insurance division

  to stay updated on new products, underwriting norms, and operational protocols

Requirements

• 2 - 4 years of experience

  in insurance advisory or insurance sales

• Strong knowledge of insurance products

  including life, health, and term plans, along with riders, policy clauses, and regulatory terms

• Sales ownership mindset

  —ability and willingness to take accountability for converting warm insurance leads into sales

• Excellent communication skills

  —able to clearly explain complex products to clients and handle objections confidently

• Strong coordination abilities

  to work effectively with internal advisors, operations teams, and the insurance division

• Client-first approach

  with high attention to detail in post-sale processes and documentation

What Does Working at AssetPlus Look Like? 

Best in the Fintech Industry –

Exponential Career Growth

Building a Future Together –

Lucrative Roles & Industry Exposure –

Continuous Learning & Development –

Team Engagement & Culture-Building Activities –

Young & Vibrant Team –

Employee Healthcare Benefits –

If you believe you’d be a great fit for this role, we’d love to hear from you! 

At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. 

We can’t wait to show you what makes AssetPlus a great place to build your career!

Location:

Compensation: