- Be a part of a determined and energetic team
- Embark on a rewarding and challenging career
- Competitive allowance package with attractive commissions
Our client is a leading team of financial consultants that provides financial advisory insurance and unit trust investments. They provide tailored solutions to clients of different financial requirements, with integrity, respect and professionalism.
The Job
You will be responsible for:
Analysing clients’ financial situations and guiding them in achieving their financial goals.
Advising clients on insurance and unit trust investments decisions
Ensuring clients have an in-depth understanding of investment strategies and their effects
Addressing clients queries and concerns in a timely manner
Conducting regular follow-ups with clients and establishing strong relationships with them
The Profile
You have at least a GCE ‘A’ Level, Diploma or equivalent.
You ideally have some experience in a similar role. Entry-level candidates are welcome to apply!
You are entrepreneurial and ambitious with the ability to thrive in a performance-driven environment
You are results-oriented with a drive for sales excellence
You are sincere with strong integrity and ethics
You are a strong relationship builder and networker.
Ref: 73037050