Future Oriented Wealth Advisor

18 hours ago

Singapore beBeeManagement Full time

Are you passionate about making a positive impact on people's lives and contributing to the betterment of society?

Job Description:

We are seeking an experienced Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for performing financial planning exercises with clients as an individual producer and ensuring the success of sales activities.

  • Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
  • Ensure seamless customer experience from client application, medical to policy inception.
  • Attend to servicing queries from clients and be the first point of contact for any customer complaints.
  • Manage own portfolio of clients by providing financial advice based on clients' financial and protection needs, recommending wealth accumulation and legacy planning, and delivering a high level of professional customer service.
Required Skills and Qualifications:
  • Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher.
  • 3-5 years of relevant experience with demonstrated track record of sales achievement.
  • Great enthusiasm, a can-do attitude, and exceptional organizational skills.
  • Results-driven, professional, and passionate for growth.
  • Experience in insurance-related sales environment with certifications in CMFAS M5, M9, M9A, HI.
  • Experience with HNW case management.
Benefits:

As a Wealth Management Consultant, you will have the opportunity to build a career with us as we help our customers and the community live healthier, longer, better lives. You must provide all requested information, including personal data, to be considered for this career opportunity.

Others:

This is an exciting opportunity to make a difference and contribute to the betterment of society. If you believe in inspiring a better future, read on.

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