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Client Advisor (Direct Career Path to Management)

Client Advisor (Direct Career Path to Management)

dlxsg ventures
Fresher
SGD 2,500 - 6,000 per month
  • Posted an hour ago
  • Be among the first 10 applicants

Job Description

Start your financial advisory career with a major Insurer in Singapore.

Most new advisers quit within their first year for one reason: they run out of people to talk to. We solve that from day one, we go one further and push you to growth in your career!

Why join us

  • Free warm leads every month. Consented, verified prospects who have agreed to be contacted for a financial review. You won't have to rely on your friends and family.
  • Structured training. Exam preparation and licensing support, product and needs-based selling training, and hands-on mentorship from experienced leaders.
  • Clear career path. Progress on career path to management.

What you'll do

  • Contact and meet the warm leads assigned to you
  • Run needs-based financial reviews covering protection, retirement, investment and education planning
  • Recommend suitable solutions from a wide product panel
  • Build and serve your own client base

Requirements

  • Good communication skills and a genuine interest in helping people with their finances
  • Career switchers and fresh graduates welcome

More Info

Job Type:
Industry:
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Key Skills

Brand Solutions

Existing Client Base

Proactive Communication

Financial and Investment Planning

Following up leads

Team-oriented

About Company