Financial Consultant

**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.

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