Senior Wealth Management Consultant

2 weeks ago


Singapore ASCENXIO FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

The HIGHEST paying scheme for Insurance Specialists / Financial Consultants.


Have you ever wanted to be a Financial Consultant / Insurance Specialist to help impact lives positively & make good money whilst doing it?


Earn up to $10,000 a month easily if you are willing to work hard and smart.

  • Highest Commission + Allowance + Cash Incentive
  • Free Multiple Sales Overseas Trip
  • Leads support provided

How does the Commission + Allowance + Cash Incentive work?


For example, if you help a client who is paying $90/month for an Approved Disability Income supplement plan, they only need to pay a maximum of $40/month in cash.


And, you will potentially earn up to $1,500 in Commission + Allowance + Cash Incentive.


That's ONE case per MONTH.

That’s A LOT of money in this new scheme for Insurance Specialists / Financial Consultants, ONLY available in our agency.


What We Offer:

Leads Available: Stop worrying about lead generation. We provide you with a consistent stream of high-quality leads, so you can focus on what you do best – helping clients.


Comprehensive Training: Whether you're a seasoned pro or looking to sharpen your skills, our training program has you covered. We offer soft skills training and LinkedIn digital marketing training to ensure you have all the tools for success.


Unlimited Growth Opportunities: We believe in promoting from within. As you excel in your role, there will be opportunities for advancement into leadership positions, where you can build and mentor your own team.


Probably the Industry's most competitive compensation package: Enjoy a Gross Revenue banding-based compensation structure that rewards your expertise and effort. Top performers earn higher tiers of commissions and bonuses. These are on top of any incentive and transitional allowances.


What Can Be Expected

  • Work under the direction of the Team Manager / Director
  • Achieve or exceed assigned sales and business targets (existing/new business customers)
  • Create and maintain accurate account plans (as required)
  • Pitching our bundled solution and services to the market
  • Develop new accounts/markets and go-to-market strategies
  • Develop and manage strategic business relationships within customer account
  • Build and track pipeline opportunities in CRM and provide management reporting as required
  • Increase market awareness and adoption
  • Develop a deep understanding of our customer's needs and our product offerings
  • Teamwork with the wider organization including our client support and training teams to ensure our customers are properly supported
  • Leads are provided and you are expected to call and build appointments (NF2F / F2F)

Required Skills And Experience

  • Proven ability of accurate pipeline management from initial lead to close
  • Proven ability to initiate, build and maintain key relationships with customers
  • Ability to work within a collaborative environment to achieve results
  • Experience with cold calling customers/prospects, appointment setting, and opportunity tracking
  • A proven track record of success in sales (any industry) is preferred
  • Strong communication skills, both verbal and written
  • A positive, coachable, and can-do attitude is a must
  • You will need to possess the relevant CMFAS certifications, or else you are expected to pass them
  • Computer and technology literate
  • Minimum a recognized diploma or degree in any discipline

Our commitment to diversity and inclusion

We are an equal opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, national origin, gender, sexual orientation, age, marital status, or disability status. We ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.


Tell employers what skills you have

Wealth Management
Leadership
Financial Planning
Wealth Accumulation
Wealth
Cold Calling
Private Banking
Risk Management
Retail Banking
Communication Skills
Cash Management
Financial Advisory
Personal Development
Financial Services
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