Financial Consultant

2 weeks ago


Singapore INFODRIVE SOLUTIONS PTE. LTD. Full time
Roles & Responsibilities

Job brief

We are looking for a competitive Financial Consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.


Objective is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.


Responsibilities

  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor insurance claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements

Requirements and skills

  • Minimum Diploma or Degree
  • Proven working experience as a Financial Consultant or relevant experience
  • Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships

Tell employers what skills you have

Wealth Management
Sales
Referrals
Financial Planning
Wealth Accumulation
Wealth
Cold Calling
Risk Management
Customer Acquisition
Networking
General Insurance
Life Insurance
Revenue Growth
Financial Advisory
Financial Services

  • Singapore Infinitum Financial Advisory Pte. Ltd. Full time

    Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firmJob Highlights. Fulfilling Career with Attractive Remuneration Model. Exciting Career Progression and Developmental Pathway. Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate to join us as Financial...


  • Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Description:· Providing financial advice based on clients’ financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating...


  • Singapore Pinnacle Financial Group Full time

    You will learn: • Risk management through financial instruments • Tailoring investment portfolio based on individual needs and risk tolerance • Interpersonal skills (i.e. rapport building, people management etc.)   What to expect:  • Conduct research and analysis on financial products, markets, and economic trends. • Exposure to a diverse range...


  • Singapore Pinnacle Financial Group Full time

    You will learn:• Risk management through financial instruments• Tailoring investment portfolio based on individual needs and risk tolerance• Interpersonal skills (i.e. rapport building, people management etc.) What to expect: • Conduct research and analysis on financial products, markets, and economic trends.• Exposure to a diverse range of...

  • Financial Consultant

    3 weeks ago


    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...

  • Financial Consultant

    2 weeks ago


    Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full time

    Job Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...

  • Financial Consultant

    2 weeks ago


    Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full time

    Job Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...

  • Financial Consultant

    2 weeks ago


    Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full time

    Job Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:. Build and maintain clientele database. Establish Clients' financial objectives through Fact Find. Analyse Clients' data and determine suitable strategies to meet clients'...

  • Financial Consultant

    2 weeks ago


    Singapore Prudential Financial Advisers Singapore Pte. Ltd. Full time

    Job Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:Build and maintain clientele databaseEstablish Clients' financial objectives through Fact FindAnalyse Clients' data and determine suitable strategies to meet clients'...

  • Financial Consultant

    3 weeks ago


    Singapore Summit Planners Alpha Co Manulife Financial Advisers Pte Ltd Full time

    This is a Sales position on Financial Products (ie Investments, Insurance, etc). The job description is as follows : Scope involves : - Analyze Financial portfolio - Design Solutions to meet Financial Goals - Sales of Financial Products - Review & advise New Developments Training will be provided on : - Sales Cycle - Investment strategies - Risk...


  • Singapore Aia Financial Advisers Private Limited Full time

    Job Description:. Providing financial advice based on clients' financial and protection needs. Providing recommendation to clients on wealth accumulation and legacy planning. Providing corporate solutions for business entities. Delivering a high level of professional customer service to customers. Building and cultivating client relationshipsJob...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. ...


  • Singapore Manulife Financial Advisers Pte. Ltd. Full time

    Responsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.Acquire new businesses while...


  • Singapore Oracle Financial Services Software Pte. Ltd. Full time

    Description:Are you a financial crime solution consultant with data analysts skills Come work with a dynamic team of solution consultants at one of the market leaders in financial crime prevention and detection, and help our customers catch money launderers and fraudsters so we help make this planet a better place!Oracle Financial Crime & Compliance...


  • Singapore ORACLE FINANCIAL SERVICES SOFTWARE PTE. LTD. Full time

    Roles & ResponsibilitiesDescription:Are you a financial crime solution consultant with data analysts skills? Come work with a dynamic team of solution consultants at one of the market leaders in financial crime prevention and detection, and help our customers catch money launderers and fraudsters so we help make this planet a better place!Oracle...


  • Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesOur client is a leading financial services institute committed to providing comprehensive financial solutions to all.Nurturing of new talents is part of the commitment in growing the financial sector, and hence a specific programme has been launched to attract new talents with many opportunities to strive for the top tiers as an...

  • Financial Consultant

    2 weeks ago


    Singapore Infodrive Solutions Pte. Ltd. Full time

    Job briefWe are looking for a competitive Financial Consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers' portfolio.Objective is to build up strong positive relationships, to ensure growth attainment and...


  • Singapore ET MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesRoles & 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 up-to-date and acquiring new clients on...


  • Singapore Ata (s) Pte. Ltd. Full time

    Are You Considering a Career Switch Join Us as a Financial Services Consultant!We are seeking mature, driven individuals to join our team as a Financial Services Consultant. We understand the value of experience and the unique perspective that comes with it. Our commitment to excellence in client service is matched by our dedication to our team's...


  • Singapore Achieve Career Consultant Pte Ltd Full time

    Finance service industryEast (Hybrid)Knowledge of financial modelling, forecasting and reportingMy client, a financial advisory firm, is looking for an Assistant Finance Manager.Key Responsibilities:Manage the processing and payment of commissions to the firm's representativesManage financial transactions, including reconciliations, cash management, and...