Financial Services Professional
2 weeks ago
About the Role
We are seeking a highly motivated and results-driven Financial Growth Expert to join our team at CareerVisors.
Key Responsibilities:
- Provide expert financial advice and guidance to clients to help them achieve their financial goals.
- Develop and maintain strong relationships with clients to foster trust and loyalty.
- Identify and pursue sales opportunities through customer events, financial assessments, and branch engagement activities.
- Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
- Utilize referrals, roadshows, collaborations, seminars, and corporate solutions to boost sales conversion.
What We Offer:
- A competitive allowance salary and benefits package.
- Opportunities for flexible working arrangements.
- A comprehensive learning platform for financial portfolio management.
- Fast-tracked career progression to managerial or consulting positions.
- Signing bonus and performance awards.
- Overseas business trips and professional development opportunities.
- A dynamic and supportive work environment.
Requirements:
- No prior experience is necessary, as we offer on-the-job training.
- Diploma or A-Levels and above.
- Willingness to take up CMFAS certifications (M5, M9, M9A, HI), with existing certificates preferred but not necessary.
- Ability to travel for trainings and client meet-ups.
- Motivation by performance-based incentive structures and hard work.
- Excellent interpersonal skills and a passion for helping customers.
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