- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
- No prior experience
- Have obtained at least a full certificate in diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
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Client Advisor/ Senior Client Advisor - Singapore - INCOME INSURANCE LIMITED
Description
Roles & ResponsibilitiesWith a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours
As part of our multi-channel distribution strategy, you will be in the forefront to provide our customers with financial and life protection solutions. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser.
With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs
You will be required to:
Qualifications - External
To join us as a Client Advisor, you will need:
This is a full-time, permanent position, and you will be assigned to Income branches. This is a corporate role. Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits. We also provide training and career progression which can be found here.
We welcome your application if you do not have insurance experience but is keen on a career in insurance sales.
Tell employers what skills you haveWealth Management
Talent Management
Referrals
Managed Services
Talent Acquisition
Interpersonal Skills
Working With Clients
Needs Analysis
Strategy
Employee Benefits
Publishing
Market Intelligence
Financial Advisory
Direct Marketing
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