
Financial Consultant
1 week ago
Job Descriptions
**Responsibilities**:
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.
**Requirements**:
Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. *Degree holders are preferred. At least 21 years old. This is a regulatory requirement. 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.
Useful Skillsets:
**Salary**: $2,500.00 - $6,000.00 per month
**Benefits**:
- Flexible schedule
- Professional development
- Promotion to permanent employee
Schedule:
- Day shift
- Flexible hours
- Holidays
- Weekend availability
Supplemental pay types:
- Performance bonus
**Education**:
- Postgraduate Diploma/Certificate (preferred)
License/Certification:
- Diploma in polytechnic in SG *Degree holders are preferred. (required)
Work Location: One location
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