Sales Specialist

1 day ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

**Location**:Singapore**
**Company**:Summit Planners Crusaders Pte Ltd**
**Employment Type**:Full-Time**:
**About Us**:
At **Summit Planners Crusaders Pte Ltd**, we pride ourselves on being a trusted **One-Stop Integrated Financial Services Provider**, offering comprehensive and innovative solutions in wealth management, insurance, estate planning, and investment advisory.

We’re seeking an ambitious and results-driven **Sales Specialist**to join our growing team. If you’re passionate about building relationships, delivering tailored financial solutions, and excelling in a dynamic environment, this is your opportunity to shine

**Your Role**:
As a **Sales Specialist**, you’ll take charge of driving business growth, providing exceptional client service, and achieving financial success for both clients and the company.

**Key Responsibilities**:

- **Client Relationship Management**:Build, cultivate, and maintain strong relationships with clients.
Understand clients' financial needs and provide customized solutions to meet their goals.
- **Sales Excellence**:Drive sales of financial products, including investments, insurance, and estate planning solutions.
Develop strategies to meet and exceed sales targets and revenue goals.
- **Wealth Management Solutions**:Offer expert advice on wealth management, helping clients grow and protect their assets.
Conduct regular portfolio reviews and recommend adjustments to ensure financial objectives are met.
- **Business Development**:Identify and pursue new opportunities through networking, referrals, and outreach.
Create and execute growth strategies to expand the client base and market presence.
- **Entrepreneurial Leadership**:Operate with an entrepreneurial mindset, taking ownership of client success and personal growth.
Approach challenges with creativity, determination, and a solutions-oriented attitude.
- **Compliance & Market Knowledge**:Stay updated on financial markets, regulatory requirements, and product offerings.
Ensure all activities comply with industry standards and company policies.

**What You Bring**:

- **Educational Qualifications**:Minimum Polytechnic Diploma.
- **Experience & Skills**:Entrepreneurial mindset with a passion for challenges and innovation.
Exceptional interpersonal and communication skills to build trust and inspire clients.
Proven expertise in sales, client relationship management, and business development.
Strong knowledge of wealth management and financial planning solutions.
- **Certifications**:CMFAS certification is advantageous but not mandatory.

**What We Offer**:

- **Attractive Compensation**:Competitive salary with performance-based bonuses.
- **Incentive Trips**:Yearly incentive trips to celebrate and reward your achievements.
- **Recognition**:Awards and accolades for exceptional performance.
- **Career Growth**:Clear pathways for career progression and leadership opportunities.
- **Supportive Culture**:A collaborative and dynamic work environment that values innovation and teamwork.

**Why Join Us?**:
At **Summit Planners Crusaders**, we don’t just offer a job—we offer a platform to grow, succeed, and achieve greatness. As a **Sales Specialist**, you’ll have the chance to transform lives, make a difference, and build a fulfilling career in financial services.

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