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Financial Services Consultant
1 month ago
The Offer
- Attractive Salary + Commissions
- Multiple Incentive Trips
- Work Life Balance
The Job
You will be responsible for :
- Learn and understand various financial products
- Acquire and manage clients’ insurance portfolios
- Source and develop a network of high net worth clients
- Analyze and evaluate the client’s financial portfolio
- Conduct Financial Needs Analysis and recommend appropriate solutions
- Assist clients on their wealth accumulation and protection needs
- Provide recommendation to help clients meet their financial goals and needs
- Suggest legacy and estate enhancement plans
- Advice on business succession and continuity
- Build and maintain good relationship with clients
The Profile
- A Level (3H2, 2H1), Polytechnic Diploma or Bachelor’s Degree (preferred) in any field
- Loves interacting with people and willing to do sales
- Passionate, Resilient, Resourceful and Positive working attitude
- Entrepreneurial and self-driven
- Candidates without prior experience are welcome while financial sales experience are preferred (Intensive training and coaching will be provided for all required candidates)
The Employer
Our client is here to give you the confidence to make these decisions. Our client calls this mission – Decisions made easier.
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