Join Our Team as a Direct Sales Executive!
Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic, rewarding environment? If so, we want you on our team!
Who We Are: We believe in empowering our clients to secure their financial futures. With a commitment to integrity, innovation, and excellence, we provide tailored financial solutions that make a real difference in people’s lives.
What We Offer:
- Competitive Compensation: Enjoy performance-based salary and commissions.
- Supportive Culture: Join a team that values collaboration, diversity, and work-life balance.
- Professional Growth: Access to ongoing training and mentorship programs to help you excel in your career.
Work Location: Orchard
Working Hours: Mon - Fri, Flexible Hours
Job Description:
- Provide advice on investments, insurance, mortgages, estate planning, taxes, and retirement to help individuals manage their finances
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Job Requirements:
- Energetic and self-driven individuals interested in pursuing a career in this industry
- Graduated with local school Diploma OR A Levels / University Degree
Juno Chan | Reg No.: R1543992
Recruit Now Singapore Pte Ltd | EA Licence No.: 21C0845
