Financial Sales Consultant

4 weeks ago


Singapore GOSOURCE PTE. LTD. Full time
Roles & Responsibilities

Professional Growth and Development

  • Tailored Training Program: Gain essential CMFAS certifications and skills through structured courses, paired with personalized mentoring from dedicated managers.

Rewarding Career with Unlimited Earning Potential

  • Attractive Income Structure: Earn a competitive income through our multi-layered incentive system, featuring:
  • Commissions
  • Performance incentives
  • Annual bonuses
  • Exclusive incentive trips
  • Recognizing Top Performers: Embrace our 'work hard, play hard' ethos, with rewards and incentives for outstanding performance.

Key Responsibilities:

  • Financial Strategy Development: Understand clients' financial situations and goals to create personalized strategies that meet their needs.
  • Holistic Insurance and Financial Advisory: Provide expert guidance on insurance and financial planning, including retirement, education, and investments.
  • Financial Analysis: Prepare and present comprehensive financial summaries, investment reports, and income projections for clients.
  • Client Relationship Management: Build strong, lasting relationships through regular reviews and adapt clients' financial plans to life changes.
  • Client Networking: Establish and grow a strong client base through strategic networking and prospecting.

Requirements:

  • Minimum Qualification: Polytechnic Diploma in any discipline
  • No Prior Experience Required: On-the-job training and mentoring provided

Just Recruit Singapore Pte Ltd EA12C6295


Tell employers what skills you have

Wealth Management
Mentoring
Management Skills
Lifestyle
Aftersales
Strategy Development
Financial Planning
Investments
Relationship Management
Wealth Accumulation
Wealth
Needs Analysis
Networking
Financial Analysis
Financial Advisory
Personal Development
Retirement
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