Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

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

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