Financial Consultant
3 days ago
A role that offers a breadth of learning opportunities
Attractive Salary & Benefits
Opportunity to make a positive impact
We are hiring for a financial consultant company which deals in client’s financial health, against unplanned situations in life.
The Job
**Key responsibilities areas**:
Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
Assist customers in insurance claims process.
Recommend solutions to fit clients’ personal risk profile and meet their financial goals.
Complete administrative tasks including maintaining records and handling policy renewals.
Track insurance claims to ensure client and company satisfaction.
Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
Create and implement marketing strategies to compete with other individuals or insurance companies.
Respond to clients’ insurance-related questions and issues.
**Key Competencies**:
Prospecting skills
Meeting sales goals
Motivation for sales
Product knowledge
Organizational skills
Attention to detail
Strong communication skills
Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
Degree holders are preferred.
Personable, sincere, strong integrity & determination
Outstanding interpersonal and negotiation skills.
Excellent customer-focused mindset
Excellent written and verbal communication skills.
Required to attain CMFAS certifications M5, M9, M9A, and HI. Prudential will provide the necessary training and guidance for you.
You have at least 1 year experience within a Sales Operations / Support role, ideally within the the Financial Services Industry industry.
You are highly goal driven and work well in fast paced environments
You pay strong attention to detail and deliver work that is of a high standard
You are a self-starter and demonstrate a high level of resilience
**Ref**: CWPLSF4V0K
Not Specified
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