Financial Consultant
6000 - 12000 SGDFull-time
PLACEMENT PROFESSIONALS
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
View email address on mycareersfuture.gov.sg
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Responsibilities
- Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
- Deliver dedicated, high-quality service and continuous support to customers, helping them fulfill their financial objectives across various life milestones.
- Generate fresh business opportunities while managing the existing client portfolio.
- Conduct diplomatic contract negotiations with prospective leads.
- Handle document administration and ensure precise record keeping.
- Design customized risk and wealth management, succession, and asset distribution strategies for individual and business clients.
Requirements
- To comply with MAS-FAA regulations, you must be a minimum of 21 years old to eligible as a financial representative.
- Holds a Diploma/Degree qualification
- Prior working experience in sales is seen as an advantage
- Goal oriented, self-driven and pro-active in character
- Strong communication and interpersonal skills
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.
Vacancy posted 2 days ago
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