Senior Financial Advisor

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Job Description

Our organization seeks a skilled and dedicated professional to fill the role of Senior Financial Consultant. As a trusted advisor, you will provide expert guidance to clients on achieving their financial goals.

About the Role:

  • Provide sound financial advice and solutions to existing and potential customers through tailored plans and strategies.
  • Identify and capitalize on sales opportunities through client events, financial reviews, and branch engagement activities.
  • Proactively pursue leads from our database and schedule appointments with potential customers to increase conversion rates.
  • Ensure sales conversions by leveraging referrals, resulting in enhanced revenue growth.

Required Skills and Qualifications

  • A minimum GCE A Levels, Diploma or Degree in any field.
  • No prior experience is required; however, a passion for helping clients achieve greater financial competency is essential.
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary.

Benefits

  • A competitive salary package including base salary, incentives, commissions, and bonuses.

Others

  • We offer a supportive work environment and opportunities for personal and professional development.

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