Financial Services Consultant

We are seeking an aspiring, highly motivated and client-focused Financial Consultants to join our team. The successful candidate will be responsible for providing personalised financial advice and insurance solutions to clients, helping them make informed decisions to secure their financial future.

Vision:

Empowering individuals to living life by choice and not by chance

Key Responsibilities:

• Client Consultation:
  Conduct thorough financial assessments and consultations with clients to understand their insurance needs, financial goals, risk tolerance, and investment preferences.
• Financial Planning:
  Develop comprehensive financial plans tailored to each client's unique circumstances and objectives. Recommend suitable insurance products, investment strategies, and risk management solutions to address clients' needs and achieve their goals.
• Insurance Product Expertise:
  Stay abreast of the latest insurance products, industry trends, and regulatory developments. Educate clients on various types of insurance coverage, including life insurance, health insurance, disability insurance, long-term care insurance, and annuities.
• Investment Advisory:
  Provide investment advisory services to clients, including asset allocation, portfolio management, and retirement planning. Offer guidance on building diversified investment portfolios aligned with clients' risk tolerance and long-term objectives.
• Risk Management:
  Assess clients' existing insurance coverage and identify potential gaps or deficiencies in their risk management strategies. Make recommendations to mitigate risks and protect clients' assets against unforeseen events.
• Client Relationship Management:
  Cultivate strong, long-lasting relationships with clients through regular communication, proactive service, and personalised attention. Serve as a trusted advisor and primary point of contact for all insurance and financial planning needs.

Qualifications:

• Local Diploma / Degree in any field of study
• Min. 21 years old
• Customer relationship management skills and good interpersonal relationship skills
• Self-motivated and desire for personal development, aspiring for growth

Join our dynamic team and embark on a rewarding career as an Financial Services Consultant. If you are passionate about helping clients achieve financial security and success, we invite you to apply for this exciting opportunity.

Work Schedule:

This job has the following work schedule:
Monday - Friday
5 days / week
Benefits &
Perks
This job has the following benefits:
Travel opportunities
Training &
professional development
This job is located in Paya Lebar, Central, Singapore.
Are you interested in this position? If so, apply now and get a response from us fast!
Don’t miss out an opportunity to advance your career to the next level.