Financial Services Representative

3 days ago


Singapore beBeeFinancial Full time

Job Opportunity

We are looking for a highly skilled professional to fill the role of Financial Services Representative.

About the Job:

This is an exciting opportunity for individuals who wish to build a career in financial services. The ideal candidate will have strong communication skills, be able to work independently and as part of a team, and possess excellent problem-solving abilities.

Responsibilities:

  • Acquire new clients and provide ongoing service to build long-term relationships.
  • Create financial plans for individuals and businesses.
  • Support clients with risk management, wealth accumulation, retirement, and legacy planning.
  • Attend training sessions and workshops to enhance knowledge and skills.
  • Conduct regular follow-ups with existing and new clients to assess their financial needs.

Career Advancement Opportunities:

  • Basic salary plus sales commission.
  • Monthly allowance $1.5k - $5k.
  • Commissions, incentives, and bonus schemes.
  • Personal mentoring with experienced agency leaders.
  • Friendly and supportive working environment.
  • Opportunities for accelerated career progression to management level.

Requirements:

  • Local Polytechnic Diploma or equivalent qualification.
  • A minimum age of 21 years (regulatory requirement).
  • Required to take CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training provided).
  • Able to work independently and as part of a team.


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