Financial Consultant (with fixed salary)

Job Highlights

1. Basic + Incentives + Profit Sharing
2. Comprehensive Training Programs with Individual Mentoring and Coaching
3. Work-Life Balance with Flexible Working Hours
4. Travel Opportunities
5. Progressive to Entrepreneurship Model with Unlimited Income

Key Roles

1. Management of Clients' Financial Portfolio
2. Acquire, Advise & Accompany Clients in their Life's Financial Journey
3. Distribute a wide range of Financial Products for Investment and Insurance

Job Responsibilities

1. Prepare and present financial planning concepts.
2. Formulate financial plans and strategies.
3. Compare financial products and services across the industry.
4. Stay current and be aware of changes in CPF, HDB, legal and tax laws.
5. Ensure client loyalty through high standards of customer service.
6. Build and enhance client relationships.

Key Areas of Financial Planning

1. Budget and Cash Planning
2. Education Planning
3. Estate Planning
4. Insurance Planning
5. Investment Planning
6. Retirement Planning
7. Tax Planning

Requirements

1. 21 years old and above.
2. Diploma or Degree in any field.
3. Self-motivated with a positive attitude.
4. Possess the ability to approach and communicate with a broad range of people.
5. Candidates with no work experience are welcome to apply.

Interested candidates are invited to submit a comprehensive resume, stating the current and expected salary, date of availability via APPLY HERE button.

We regret that only shortlisted applicants will be notified.