Agency Development Manager
6 days ago
Job description:
• To do a financial needs analysis for clients through a proper fact-find and needs analysis.
• Recommend financial products and funds that meet the identified needs.
• Explain how the recommended products will meet the clients' needs.
• Advise clients for funds-related transactions (E.g. Fund switch, premium re-direction).
Grow and keep the client base:
• Give quality after sales service to clients.
• Review clients' needs regularly and keep their coverage / portfolio up to date.
• Keep records of financial needs analysis, policy illustrations, product summaries etc.
Duty to be up to date to:
• Know the latest regulatory requirements and use them in the sales process and when servicing
clients.
• Use the guidelines issued by the company.
Personal Development:
To be competent and acquire knowledge through:
• Compulsory training course.
• Continuous professional development (CPD) hours.
• Annual competency assessment (ACA).
Requirements:
• Min. full certificate in GCE "A" Levels / Polytechnic Diploma / Bachelor's Degree
• Local or Singapore PR
Sales
Microsoft PowerPoint
Referrals
Leadership
Twitter API
Interpersonal Skills
Wealth
Soft Skills
Needs Analysis
Marketing
Sales Process
Event Management
Event Planning
Networking
Human Resources
Regulatory Requirements
Personal Development
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