Financial Consultant

2 weeks ago

Singapore SNAPHUNT PTE. LTD. Full time

**The Role**

**Job Description**:
Our agency is currently searching for a highly analytical, trust-worthy and motivated Financial Consultant to join our team. If you’re a hard-working and sales-minded professional with a passion to be a Financial Consultant, then we’re interested in you Your chief goal as Financial Consultant will be to generate new business by contacting potential customers and building lasting relationships.

Benefits:

- Terms and Conditions Apply
- No ceiling on income potential
- No set schedule/work environment
- Opportunity to positively impact clients
- Incentive Trips
- Every $1 commission can lead to more incentives - (eg: Bonus, MAP Plan)

**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.

WealthVisor

An agency unit of Prudential Assurance Company Singapore (Pte) Ltd

**Ideal Profile**

Useful Skillsets:

- Prospecting skills
- Meeting sales goals
- Motivation for sales
- Product knowledge
- Organizational skills
- Attention to detail
- Strong communication skills

**Requirements**:

- 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

**What's on Offer?**
- A role that offers a breadth of learning opportunities
- Attractive Salary & Benefits
- Opportunity to make a positive impact

**About us**

WealthVisor

An agency unit of Prudential Assurance Company Singapore (Pte) Ltd

We believe in empowering individuals to success. The road to success and unlocking of an individual’s potential is never a straight path. With every Financial Consultant within our team, it is our mission to build Confidence from within, develop a strong Purpose and strive towards the desired level of success. As a team, we move forward together to grow in quality and quantity.

At WealthVisor, it is a place where people and dreams connect. As we develop financial consultants in the world of financial planning, we seek to build a brighter future for our clients. On an organization level, your future shines brighter as you progress with the team

At WealthVisor, we commit to be a visor for our client’s financial health, against unplanned situations in life.

We seek to journey with our clients throughout key milestones in life.

We believe in planning ahead, towards individual and family goals.

We pledge to achieve this through dedication in portfolio management, providing well-planned financial advisory services and excellent customer experience.

,:
**Ref: CWPLSF4V0K

  • Financial Consultant

    3 days ago

    Singapore Js Jireh Financial Full time

    At JS Jireh, we maintain high quality advice, persistency ratios and compliance to ensure that we continue to develop and deliver quality solutions to our clients. We support our teams by equipping them with the necessary knowledge and skills needed to succeed in their role. Our team comprises of individuals who have remained in our team for many years as...

  • Financial Services Consultant

    2 days ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    **Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm? **Job Highlights** - Fulfilling Career with Attractive Remuneration Model - Exciting Career Progression and Developmental Pathway - Flexible Hours & Work Life Balance **Responsibilities** - Develop new client relationships and maintain...

  • Financial Consultant

    4 days ago

    Singapore Avallis Financial Full time

    Are you looking to build a strong career progression in the financial advisory industry? - Are you looking to have a high income far exceeding your peers? - Are you driven and self-motivated for success? If so, then we are looking for you! Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on...

  • Financial Consultants

    4 days ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesStrategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and...

  • Financial Consultant

    6 days ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    We have established ourselves as one of the leading financial advisories in our arena. As we continue to push the boundaries of professionalism, we seek dynamic individuals to come and join our rapidly expanding team. - Will be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as...

  • Financial Consultant

    3 days ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    Will be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as self-disciplined and ambitious. - High degree of self-motivation and enthusiasism,determined, diligent,be people and results-oriented, and have excellent interpersonal, persuasive and communication skills. - Self-starter...

  • Financial Consultant

    3 days ago

    Singapore Eternal Financial Advisory Pte Ltd Full time

    We have established ourselves as one of the leading financial advisories in our arena. As we continue to push the boundaries of professionalism, we seek dynamic individuals to come and join our rapidly expanding team. - Will be committed to developing a career in financial services. - Should be immediately impressive, confident and articulate as well as...

  • Financial Planning Consultant

    6 days ago

    Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Job DescriptionWe are seeking a highly motivated and skilled Financial Planning Consultant to join our team at FINANCIAL ALLIANCE PTE. LTD.Key ResponsibilitiesTo profile clients' needs and provide them with purposeful financial advice, utilizing in-depth knowledge of financial planning techniques such as Asset Allocation, Unit Trusts, Life and Health...

  • Financial Consultant

    7 days ago

    Singapore Pinnacle Financial Group Full time

    **Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...

  • Financial Services Consultant

    6 days ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    We are a leading multi-provider Financial Advisory firm in Singapore, wholly owned by NTUC Income. Our strong positioning enables us to deliver exceptional value to our clients.Why Choose Us?We have established systems and processes to support you in building your financial advisory practice.Leverage on the experience and support from Income in transferring...

  • Financial Consultant

    5 days ago

    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    To service clients who are - requesting financial planning services, - providing wholesome advice including: - Personal Financial Planning, - Personal Will and Estate Planning, - HNWI Planning - GI Insurance - A Degree or A Diploma - Mature and Outgoing - Excellent communication and sales skills.

  • Financial Consultant

    3 weeks ago

    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

  • Financial Services Consultant

    2 weeks ago

    Singapore SURE Financial Group Full time

    To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...

  • Financial Consultant

    4 days ago

    Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:· Build and maintain clientele database· Establish Clients' financial objectives through Fact Find· Analyse Clients' data and determine suitable...

  • Financial Consultant

    2 weeks ago

    Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

    Job Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations. **Job Description**: - Build and maintain clientele database - Establish Clients’ financial objectives through Fact Find - Analyse Clients’ data and determine suitable strategies to...

  • Financial Adviser

    1 week ago

    Singapore Global Financial Consultants Full time

    Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

  • Financial Services Consultant

    2 weeks ago

    Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Providing financial advice based on clients’ financial and protection needs - Providing recommendation to clients on wealth accumulation and legacy planning - Providing corporate solutions for business entities - Delivering a high level of professional customer service to customers - Building and cultivating client relationships **Job Requirements** -...

  • Senior Financial Consultant

    4 weeks ago

    Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

  • Financial Adviser

    4 days ago

    Singapore ALCHEMY FINANCIAL TRADE PTE. LTD. Full time

    **About us**: Join the first team in Singapore to achieve the prestigious 100 International Dragon Award (IDA) standard, setting the bar for excellence in the financial services industry. As a trailblazing firm, we provide comprehensive and tailored financial solutions that empower clients to manage risk and grow their wealth across Southeast Asia. We are...

  • Financial Adviser

    2 weeks ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Are you an **experienced financial adviser**looking for the right platform to take your career to the next level? At **Global Financial Consultants**(GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio. **Global Financial Consultants (GFC)**is one of Singapore’s most venerable and...