Do you thrive in client-facing environments and are eager to make a meaningful impact through personalised financial planning?If you have strong interpersonal skills and a heart for guiding others through important life decisions, we'd love for you to join our team!
Full-time and Part-time(undergrads) positions available.
Key Responsibilities:
Advise clients on
insurance and financial planning
based on their unique needs.
Conduct
comprehensive financial analyses
to develop customised solutions.
Cultivate and maintain
strong client relationships
through regular engagement and quarterly reviews.
Proactively prospect for new clients
using company-provided platforms, resources and networking avenues.
Stay updated on
industry trends and regulatory changes
to provide informed recommendations.
This is a commission-based role with performance bonuses. Allowance schemes are available for eligible applicants.
Qualifications & Requirements: Proficiency in Insurance
: Strong understanding of insurance products and policies.
Finance Background
: Knowledge of financial planning, investment strategies, and risk management.
Excellent Communication & Customer Service Skills
: Ability to engage clients and explain complex financial concepts.
Analytical & Strategic Thinking
: Ability to assess financial data and provide sound advice.