Job Highlights
· Fulfilling & meaningful Career with extremely attractive remuneration model.
· Fun & Supportive team and mentors to fast-track your financial journey.
· Achieve global recognition MDRT on your first year.
· Joint fieldwork with mentorship programme.
· Unlimited High Networth Leads opportunities.
· Fully sponsored incentive trips.
Responsibilities
- Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
- Foster a long-term and strong relationship with your prospects and clients.
- Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
- Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
- Keep abreast of market trends and provide clients with the updated economic situation.
- Collaborate with the team to devise strategies based on current economic data and situation for your clients.
- Provide financial solutions to meet your client’s needs.
- Provide your clients with financial reports on an annual basis.
- Manage and grow your existing high net worth clients provided to you.
Shortlisted Candidates will be offered
1. Sponsorship of CMFAS certifications for M5, M9, M9a & HI*
2. Time-tested, Proven Success System to achieve your global recognition
3. 2 months of in-depth trainings by highly coache who are in the industry for over a decade
4. Extensive trainings provided by your mentor
5. 1 year mentorship program by various MDRT, COT and TOT in the industry
6. Joint fieldwork with your mentors
7. Fast track on your career progression
Shortlisted Candidates will enjoy
1. Monthly Allowances to kick-start your financial journey.
2. Uncapped Commission.
3. Quarterly Bonus on top of your commission.
4. Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.
5. Lifetime of passive income and passive income bonus from 2nd years onwards on a upward staggered basis.
6. Various other incentives and recognitions on ad-hoc basis by the organisation and branch.
Requirements
- CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
- Local Polytechnic Diploma , GCE 'A' Level certificate or a degree holder.
- Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
- Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
- Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.