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Insurance/Investment Consultant

2 months ago

Singapore STAR CAREER CONSULTING PTE. LTD. Full time
Job Summary

We are seeking a highly motivated and experienced Financial Services Professional to join our team at STAR CAREER CONSULTING PTE. LTD. as an Insurance/Investment Consultant. As a key member of our team, you will be responsible for delivering exceptional financial guidance and services to our clients, empowering them to achieve their financial goals and secure their future.

Key Responsibilities
  • Client Acquisition: Identify and pursue new business opportunities through various prospecting strategies, including networking and relationship-building.
  • Portfolio Review: Conduct thorough reviews of prospective and existing client portfolios to identify areas for improvement and propose tailored solutions.
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Client Management: Build and maintain strong relationships with clients, providing ongoing support and guidance to ensure their financial well-being.
  • Communication: Respond promptly and professionally to client inquiries, addressing their concerns and providing clear explanations of financial products and services.
Requirements
  • Degree or Diploma from a recognized institution in any field.
  • Passion for making a positive impact in the lives of clients.
  • Adventurous, driven, and entrepreneurial spirit, with a creative problem-solving approach.
  • Excellent communication and interpersonal skills, with the ability to work independently and collaboratively as part of a team.
What We Offer

We provide a comprehensive on-the-job training program, designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills. You will have the opportunity to attend a number of compulsory programs, including a comprehensive business induction and regional development programs.

We respect your privacy and confidentiality, and we are committed to providing a supportive and inclusive work environment.