Job description The ideal candidate will have experience across all stages of the sales cycle, with a strong emphasis on business development and revenue generation. You should be confident in building new corporate client relationships, maintaining existing ones, and driving sales outcomes through consultative financial planning. A proven ability to negotiate, influence decision-makers, and close deals is essential.
Responsibilities:Sales & Business DevelopmentProactively identify, prospect, and secure new corporate business opportunities through outreach, networking, and referrals.Drive sales performance by understanding client needs and aligning suitable financial planning solutions.Conduct market research to stay informed on industry trends, competitor activities, and client pain points, adjusting sales strategies and pitches accordingly.Meet agreed sales KPIs and contribute directly to business growth targets.Solutions DevelopmentEngage clients to understand their business challenges, objectives, and risk exposures.Collaborate with internal teams and industry partners to design and deliver customised financial and insurance solutions.Prepare and present proposals and sales presentations, clearly articulating value propositions, service offerings, and pricing structures.Client Relationship ManagementBuild and maintain long-term relationships with corporate clients as a trusted advisor.Serve as the primary point of contact for client inquiries, negotiations, and issue resolution.Conduct regular client meetings to review performance, uncover upsell or cross-sell opportunities, and adapt solutions to evolving business needs.Performance Tracking & ReportingMonitor sales performance and client outcomes, preparing regular reports on pipeline status, conversions, and implemented solutions.Review results and refine sales strategies to improve effectiveness and revenue outcomes.CollaborationWork closely with internal stakeholders to support collective sales initiatives.Share market insights, product knowledge, and best practices to strengthen overall team performance.
Job Requirements:Diploma or Bachelor’s degree in Business, Marketing, Finance, or a related field.Proven track record in business development, with the ability to identify and capitalize on new market opportunities.Excellent negotiation, communication, and presentation skills for pitching tailored solutions to clients.Experience in conducting regular client meetings and providing updates on service offerings.Ability to work effectively in cross-functional teams and support team members by sharing insights and product knowledge.Ability to work independently and manage multiple projects simultaneously.Adaptability to work in a fast-paced and dynamic environment.\
FAQ (Frequently Asked Questions):
Q: Does this role involve sales or KPI targets? A: Yes. This is a sales role that involves financial planning. However, the focus is primarily B2B rather than B2C. The role centers on business development, corporate client relationship management, and providing tailored financial solutions to organisations, instead of mass-market retail sales.
Q: Is this a commission-based or salaried role? A: We offer three compensation structures, depending on your career preference and experience:Allowance-basedCommission-basedFull-time salaried role with CPF contributions
Finance Intern – CRÈME Internship Programme 2026📅 Duration: 10 weeks (25 May to 31 July 2026)
Not Your Typical Internship. This Is a Career Accelerator.
Most internships give you exposure.This one gives you direction, skills, and a competitive edge.
At Aegis Organization, we’re looking for driven undergraduates who want more than just a line on their resume—you want to build real skills, earn, and stand out before you graduate.
What You’ll Actually Be Doing
🚀 Work on real client-facing and business projects (not admin work)💡 Develop and pitch ideas that can be implemented📊 Gain exposure to financial advisory, entrepreneurship, and business strategy🤝 Learn directly from industry practitioners and top performers🎯 Build confidence in communication, presentation, and problem-solving
What You’ll Walk Away With
💼 Career ClarityUnderstand if finance, entrepreneurship, or advisory is right for you
📈 Resume AdvantageGraduate with certifications + real project experience
💰 Paid InternshipEarn while you learn and build your portfolio
🧠 Real Skills That MatterSales, communication, financial literacy, and critical thinking
🌐 Powerful NetworkConnect with mentors, leaders, and like-minded peers
