![ET MARKETING PTE. LTD.](https://media.trabajo.org/img/noimg.jpg)
Student Financial Advisor(Fresh Grad)
2 weeks ago
Roles & Responsibilities
- To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
- Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
- Build and maintain targeted client bases, keeping current client plans uptodate and acquiring new clients on an ongoing basis
- Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
- Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
- Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
- Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
- Recommend financial planning strategies to clients to achieve their financial goals and objectives
- Implement financial planning recommendations to clients or prospective clients
- Arranging contracts of insurance for clients with the company
- Collecting initial premium from clients for the company
- Maintain persistency of sales in inforce policies
Requirements:
- Diploma/ Degree holder in any discipline
- Student in University on 1st or 2nd year, fresh graduate
- Excellent interpersonal skills and leadership potential
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