Career Opportunities
2 weeks ago
Are you a seasoned professional seeking a challenging role where you can utilize your estate and financial planning expertise to make a positive impact on clients' lives? Look no further
Job Role: We are currently seeking a highly motivated Sales Estate Planner to join our team. As a Sales Estate Planner, you will be responsible for providing expert advice on estate and financial planning to clients, building strong relationships with them, and delivering tailored solutions that meet their unique needs.
Responsibilities:
- Develop and implement comprehensive estate and financial plans for clients
- Conduct regular reviews of client plans to ensure they remain aligned with changing circumstances and goals
- Build and maintain strong, lasting relationships with clients through exceptional communication and interpersonal skills
- Collaborate with internal stakeholders to identify opportunities for growth and development within the organization
Requirements:
Essential Qualifications :
- Polytechnic or University Graduate in a relevant field (e.g., finance, accounting, law)
- Minimum age 21 and above
- Strong communication and interpersonal skills
- Self-motivated, disciplined, and eager to learn
Desirable Skills:
Business Acumen :
- Proven track record of achieving sales targets and service standards
- Experience working in a fast-paced environment with multiple priorities and deadlines
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