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Financial Services Consultant

ga • Posted 6 days ago
Onsite Full Time Consulting

Overview

Type: Permanent. Working hours: Mon – Fri office hours. Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission.

Responsibilities

  • Connect and understand potential client financial need in both wealth protection and wealth accumulation.
  • Advise and provide financial solution to address client current / future financial need.
  • Explain and develop various financial plans for client to make an informed decision.
  • Assist in after sales services including claim, policy renewal.
  • Review and update client financial portfolio on yearly basis.

Requirements

  • Possess a strong entrepreneur spirit and goal oriented.
  • Have a mindset to challenge the status quo.
  • Possess a mindset to want to aspire others.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

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