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Financial Consultants
1 month ago
We are a team of young and like-minded individuals, looking for several energetic, organized and efficient individual to join our team as Financial Consultants. As we believe that we should not only work hard, but also maintain a work-life integrated lifestyle, our offices are filled with activities to lighten the mood and instill a casual yet enriching environment for everyone to excel.
Benefit
• Reimbursement for first attempt for examination fees of $100
• Newcomer incentive scheme (GE Allowance Scheme(T&C apply))
• More details will be explained during the interview session
Responsibilities
• Provide appropriate financial planning advice to clients
• Help clients build and secure their financial resources by guiding them in areas
such as protection, investment, education and retirement
• Recommend suitable insurance plans to address clients' needs
• Provide required sales documentations
• Assist with clients’ insurance claim submissions and follow-up
Qualifications
• Minimum Diploma, tertiary undergraduates and fresh graduates are also
welcomed (T&C apply).
• Meticulous and able to work independently
• Pro-active with good interpersonal and communication skills
• Minimum 21 years old (regulatory requirement).
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