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Junior Financial Consultant

$ 3,700 - $ 7,000 / month


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Responsibilities:

  • Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
  • Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
  • Acquire new businesses while maintaining current account portfolio
  • Tactful negotiations of contract with prospects
  • Process documentations and keeping proper records.
  • Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

  • Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
  • 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