Highlights:
- Comprehensive Training and Ongoing Professional Development Provided
- Performance-Based Incentives to Reward Achievement
- Allowance and Training Benefits Included
Job Scope:
- Offer personalized financial advice by conducting thorough fact-finding assessments aligned with clients' financial objectives.
- Cultivate enduring relationships with both current and prospective clients.
- Leverage sales opportunities through customer-centric events, financial consultations, and community engagement initiatives.
- Proactively expand our client base by following up on leads and scheduling appointments with potential clients.
- Facilitate sales through referrals from colleagues.
- Address inquiries from walk-in customers in a prompt and courteous manner.
Requirements:
- Tertiary education or relevant CMFAS papers.
- Exceptional interpersonal and communication skills.
- Strong sales acumen with a focus on building long-term client relationships.
Apply now to embark on a rewarding career in financial services!
Jaycee Lay (EA: 94C3609/ R23114633)