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Jobs in Singapore   »   Jobs in Singapore   »   Customer Service Job   »   Financial Service Consultant
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Financial Service Consultant

Havenwealth

Job Highlights :

  • Competitive remuneration package with attractive commission
  • Excellent dual career path to Management or Specialist level
  • Candidates with leadership qualities will be groomed to become Financial Services Managers
  • Lifelong dedicated sales training and supporting team
  • Allowance scheme and performance bonus to jump-start your career
  • Flexible working hours including WFH
  • Paid holiday incentive trips and awards for achievers


Job Responsibilities :

  • Learn and understand various financial products
  • Acquire and manage clients’ insurance portfolios
  • Source and develop a network of high net worth clients
  • Analyse and evaluate the client’s financial portfolio
  • Conduct Financial Needs Analysis and recommend appropriate solutions
  • Assist clients on their wealth accumulation and protection needs
  • Provide recommendation to help clients meet their financial goals and needs
  • Suggest legacy and estate enhancement plans
  • Advice on business succession and continuity
  • Build and maintain good relationship with clients

Job Requirements:

  • A Level, Polytechnic Diploma or Bachelor’s Degree (preferred) in any field
  • Loves interacting with people and willing to do sales
  • Passionate, Resilient, Resourceful and Positive working attitude
  • Entrepreneurial and self-driven
  • Candidates without prior experience are welcome while financial sales experience are preferred (Intensive training and coaching will be provided for all required candidates)

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