Develop strong relationships with clients by understanding their financial goals, needs, and concerns. Provide personalized recommendations tailored to their unique situations.
Conduct comprehensive financial assessments to identify gaps in insurance coverage and financial planning. Offer expert guidance and propose suitable insurance and investment products.
Recommend insurance plans, investment options, and savings strategies that align with clients\' objectives, risk tolerance, and budget.
Stay up-to-date with the latest insurance products, financial instruments, and market trends. Effectively communicate complex concepts to clients in a clear and understandable manner.
Actively promote and market insurance and financial products to potential clients. Expand your client base through networking, referrals, and targeted outreach efforts.
Set and work towards achievable sales targets and performance goals. Continuously review and adjust strategies to maximize success.
Operate within ethical and regulatory guidelines to ensure clients\' best interests are prioritized at all times.
Maintain accurate records of client interactions, recommendations, and transactions. Prepare timely reports as required by the organization.
\xef\xbb\xbfCollaborate with colleagues and team members to share insights, strategies, and best practices that contribute to the overall success of the team
Applicants who possess relevant experience for the above responsibilities are most welcome to apply. If you do not possess the above experience, your application will still be considered on individual merits and you may be contacted for other opportunities.
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**We regret to inform that only shortlisted candidates would be notified
LIN JINYI (JIM)
Registration Number: R2196601
EA Licence No: 06C2859 (MCI Career Services Pte Ltd)
Additional Information
Career Level
Entry Level
Qualification
Diploma, Advanced/Higher/Graduate Diploma, Bachelor\'s Degree, Post Graduate Diploma, Professional Degree, Master\'s Degree
Job Type
Full-Time
Job Specializations
,
Company Overview
With over 100 professional employees, our dedicated consultants who are equipped with capabilities to hire both technical and functions roles across wide spectrum of industries have been managing over 2,500 monthly advertisement and successfully matched 9,000 over job placement yearly. We are here to connect, understand, source and deliver to meet your needs. We have 3 subsidiaries; our companies strive to provide support to people and organizations in realizing their true potential that would enhance businesses with the right individual. We believe that we will only provide you with the best services because we are not here just to help but also make companies interesting!