Responsibilities:
- Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
- Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
- Acquire new businesses while maintaining current account portfolio
- Tactful negotiations of contract with prospects
- Process documentations and keeping proper records.
- Planning for personal and corporate clients on risk and wealth management, succession and estate planning.
Requirements:
- Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
- Holds a Diploma/Degree qualification
- Prior working experience in sales is seen as an advantage
- Goal oriented, self-driven and pro-active in character
- Strong communication and interpersonal skills
