Career Advancement Financial Specialist
7 days ago
Wealth Coach LLP, a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore, is seeking a dynamic Financial Consultant to thrive in our winning team. This role is ideal for individuals who are passionate about shaping financial futures with unwavering commitment.
About the Role:
As a Financial Consultant, you will be responsible for acquiring and managing a pool of clients' insurance portfolios and maximising these opportunities for growth and success. You will cultivate long-lasting trustworthy relationships with clients, empower them to achieve their dreams by guiding them through personalised financial planning, and offer recommendations on insurance products that align with clients' financial needs.
Key Responsibilities:
- Aquire and manage a pool of clients' insurance portfolios and maximise these opportunities for growth and success
- Cultivate long-lasting trustworthy relationships with clients
- Empower clients to achieve their dreams by guiding them through personalised financial planning
- Offer recommendations on insurance products that align with clients' financial needs
Requirements:
To succeed in this role, candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26). A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualifications are required. Suitable for people who are looking for a mid-career switch, fresh grads are welcome. Must be Singaporean or Singapore PR.
Salary:
The estimated monthly allowance for this role is up to $15,000 including additional incentives. Benefits include competitive remuneration, opportunities for career advancement, and exclusive overseas incentives trips as a high achiever. Commissions and incentives are payable based on individual performance.
What We Offer:
Wealth Coach LLP offers a supportive work environment where employees can grow professionally and personally. As a Financial Consultant, you will have access to extensive training and development programs to enhance your skills and knowledge in wealth management, lifestyle, financial planning, investments, assurance, and more. Join us in shaping the industry for the better and making an impact that lasts.
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