Financial Consultant - Singapore - IMPA ADVISORY

IMPA ADVISORY
IMPA ADVISORY
Verified Company
Singapore

6 days ago

Wei Jie

Posted by:

Wei Jie

beBee Recruiter


Description

Roles and Responsibilities

  • Develop individualised financial advice based on clients' financial and protection needs.
  • Help clients with financial planning in aspects such as retirement, education and investments.
  • Provide clients with recommendations on wealth accumulation in accordance to their goals.
  • Build longterm and trusted relationships with clients. Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:


  • Different proven platforms to be given to kickstart and advance in your career.
  • Not needed to approach own family members or friends to generate leads.
  • Provide 1 to 1 mentorship.
  • Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
  • Monthly allowance and other cash incentives. Overseas trip incentives.

Eligibility

  • At least 21 years old.
  • Good interpersonal skills.
  • Committed, driven and eager to succeed.
  • No work experience required.

Technical Skills and Competencies You Will Learn

  • Insurance and Financial Planning Fundamentals
  • Certifications in CMFAS
  • Communication and Networking Skills
  • Sales and Marketing Skills
  • Client Relationship Management

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