Strategic Financial Solutions Expert
6 days ago
Finexis advisory Pte Ltd is a dynamic team of financial professionals committed to supporting each other's success. Our mission is to empower individuals with the right financial strategies while creating an inclusive and collaborative environment for our advisors to thrive.
Key Responsibilities
As a Financial Services Consultant, you will do more than just offer financial solutions – you will be a trusted partner in your clients' financial journey. Engage and educate potential clients, understand their needs, and introduce them to tailored financial solutions. Personalize strategies by designing insurance and wealth management plans aligned with each client's unique goals. Build long-term relationships by maintaining strong client connections and helping them adapt their plans as life evolves. Provide ongoing support, claims assistance, and expert financial guidance when it matters most.
Eligibility
We welcome individuals who are eager to learn, grow, and build a successful career in financial services. You should have a passion for helping others and a drive for personal success. A minimum qualification of GCE 'A' Level, IB Diploma, or Polytechnic Diploma is required, along with being at least 21 years old and above, and open to Singaporeans and PRs only.
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