Wealth Solutions Consultant/Manager

Requirement

Min age 21, have a diploma/degree (course & training provided on job)
No prior work experience needed, suitable mid-career switch

Pay
$4k-12k basic salary + comms & bonus

Job description

. To do a financial needs analysis for clients through a proper fact-find and needs analysis

. Recommended products and fundsthat meet the identified needs

. Explain how the recommended products will meet the clients needs

. Advise clients for funds related transactions(E.g. Fund switch, premiums re-direction)

. Give quality after sales service to clients

. Review clients needs regularly and keep their coverage / portfolio up to date

. Keep records of financial needs analysis, policy illustrations, etc.