Financial Advisor
3 weeks ago
Have a passion for financial planning? Loves listening to clients' stories and motivations in life? Understand Insurance is important for everyone no matter what stage of life cycle? Benefitted from insurance before?
Desire to surpass limitation?
Job Highlights:
- Salary : Basic + Commission (Uncapped) + Incentives
- Annual Leave: 21 Days + 1 Birthday Leave
- Career Progression and Career Transformation opportunities
- Personal Growth and Learning opportunities.
Job Scope:
- Provide financial advice supported by proper fact-finding based on customers' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Increase customer base by proactively acting on leads from our database and setting up appointments with potential customers.
- Capitalize on sales opportunities via events, financial reviews, and engagement activities.
- Conclude sales with referrals
- Attend to inquiries from customers
Requirements:
- Min a Local Diploma/Degree in any Discipline.
- Disciplined and Positive Mindset with a touch of Creativity
- Honesty and Willingness to go the extra mile
Regret only shortlisted candidates will be notified.
Tell employers what skills you haveWealth Management
Sales
Microsoft PowerPoint
Referrals
Lifestyle
Microsoft Excel
Aftersales
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Financial Advisory
Personal Development
Corporate Finance
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