Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all.
Additional Information:
- Working Location: North Singapore with WFH
Responsibilities:
- Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
- Foster lasting relationships with both current and prospective clients.
- Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
- Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
- Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars and corperate solutions.
Requirements:
- No prior experience needed! On the job training will be provided!
- Diploma / A Levels and above
- Be willing to take up CMFAS certifications M5, M9, M9A, HI. Candidates with existing certificates preferred but not necessary
- Willing to travel for trainings and client meet-ups.
- Motivated by performance-based incentive structures and hardwork
- Have good interpersonal skills and passionate about helping customers
- Singaporeans only
Bonuses:
- Open communication between colleagues and managers.
- Offers flexible working hours.
- Provide one-on-one mentorship with team leaders.
- Access to an excellent learning platform for financial portfolio management.
- Opportunities for fast-tracked career progression to managerial or consulting positions
- Basic allowance and high potential commisions
- Signing bonus and performance awards
- Overseas business trips provided for
- Free cafe food and drinks at office
- Office near to MRT
- Monthly company bonding sessions
Interested applicants, please submit your application now!
We regret that only shortlisted candidates will be notified.
EA License No.: 23C1461
EA Reg. No.: R24120207 (Soh Yan Cheng Andrew)
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