
Financial Services Representative
3 days ago
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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