Financial Consultant

Job content

Career Highlights

1)Dynamic Career Paths via Specialist or Management Route
2)Competitive Allowances + Commisions + Paid Incentive Trips
3)Flexible Work Hours with Strong Business Activities Support

Job Requirements:

- Candidate must possess Bachelor’s Degree/ Polytechnic Graduate / A-Levels Graduate
- Knowledge of Powerpoint, Excel & Word will be an advantage
- Preferably Entry Level, or some Sales Experience
- Broadbase Heartskills and Softskills Training, with Sales mentorship will be provided 1 on 1

Career Responsibilities :

A) Value-add retail and corporate clients by inviting them to relevant seminars
B) Do yearly reviews with clients so that their portfolios keep abreast with their life stage needs
C) Compare and make sound recommendations on financial products and advice, when clients enquire
D) Serve retail and corporate clients with professsional and timely administrative support
E) Arrange for General Insurance contracts for clients
F) Enjoy the journey! We grow as individuals, as we grow with our clients

“A ship in harbor is safe — but that is not what ships are built for.” — John A. Shedd