Financial Services Consultant
1 month ago
Key Responsibilities:
· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.
· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.
· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.
· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.
· Client Network Building: Establish and maintain strong relationships with a growing client base.
Benefits & Perks:
1. Tailored Training: Comprehensive 14-week mentorship program facilitated by both our esteemed Director and Manager and a suite of training programs aimed at equipping you with indispensable financial knowledge at every stage of your career
2. Attractive Schemes: Incentives for top performers
3. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
Qualifications:
· Obtained a polytechnic diploma, Junior College certification or degree in any field.
· Driven by results and motivated by performance-based rewards.
· Strong interpersonal skills with a passion for empowering others financially.
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