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Financial Services Consultant

1 week ago

Singapore finexis advisory Pte Ltd Full time
Company Overview
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.

Requirements
We welcome individuals who are eager to learn, grow, and build a successful career in financial services. The minimum qualifications include GCE 'A' Level, IB Diploma, or Polytechnic Diploma. You should be at least 21 years old and above, and open to Singaporeans and PRs only. A passion for helping others and a drive for personal success are essential traits for this role.

Benefits
Industry-leading training and tools will give you access to cutting-edge resources and mentorship from top industry experts. Performance-based rewards recognize your dedication and generously compensate you. Flexible work arrangements allow you to enjoy autonomy in your schedule while achieving professional success. Clear career progression provides a structured pathway to leadership and management opportunities.