Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Personal Portfolio Planner, you are part of the pioneering team to provide high value consultative financial advisory through Income’s seamless Online to Offline integrated customer journey. The focus is on ensuring that every customer that comes to you gets the right financial advice they need.
As a Personal Portfolio Planner, you will contribute to the overall team’s success by engaging customer warmly through our lead to advisor matching algorithm, uncover their financial needs and gaps through our digital tools and supporting the customers promptly on their insurance purchase. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes. Speak to us now to discover how you can get started as a Personal Portfolio Planner and how you can build your success with us.
Key responsibilities include:
• Adopt and improve Income’s Online to Offline journey
• Provide consultative financial advisory services to meet customers’ financial goals
• Adhere with stipulated service levels and follow through with customer appointments on time
• Maintaining long-lasting relationships with both existing and potential customers
· Proactively offer Life, Health, General Insurance to potential customers
Qualifications
You should have the following:
• Degree or Diploma in any discipline
• Minimum 2 years of experience in financial services telesales or advisory
• Passionate about helping customers achieve greater financial competency
• Outcome-driven and motivated by performance-based rewards
• Proficient in remote sales engagement
• Good communication, presentation and interpersonal skills
• Strong teamwork with a positive customer and corporate focused attitude
• CMFAS certifications: M5, M8, M8A, M9, M9A, HI, CGI, PGI & BCP
