MoneySmart Financial is a digital-first insurance marketplace that generates thousands of monthly customer enquiries from users actively comparing insurance options. Founded in 2009, MoneySmart’s mission is to empower consumers to make confident financial decisions while helping partners grow efficiently through performance-driven marketing. Mission Effectively convert qualified inbound enquiries into issued policies by conducting thorough needs analyses, presenting strong recommendations, and securing decisive closures. This role is ideal for advisors who excel in: Speed-to-lead response Virtual advisory (phone / video consultations) High-volume sales conversion Why You’ll Succeed Here Ready prospects are provided daily Data-driven sales environment with clear KPIs Strong support from marketing, tech and operations teams A culture that rewards speed, ownership and results We offer a highly competitive commission structure, with performance incentives that are directly tied to production and conversion Responsibilities Lead Conversion Contact new leads quickly to maximise engagement Conduct needs-based conversations and present solutions Close sales and drive applications through to issuance Revenue Growth Hit monthly and quarterly sales and revenue targets Increase case size and product mix Identify cross-sell opportunities across life and health plans Client Experience Deliver clear, trustworthy and professional advisory Maintain strong follow-up and post-sale servicing Conduct annual policy reviews to generate repeat business Requirements Minimum 3 years in insurance / financial advisory sales with a strong understanding of life and health insurance products Required certifications : CMFAS M5, M9, M9A, HI Additional certifications (M8, M8A, PGI, BCP, ComGI) are advantageous Advisors comfortable working with high lead volumes Individuals who are disciplined, metrics-driven and target-oriented Strong communication and objection-handling skills MoneySmart Culture Va