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Financial Services Consultant @ Newton - Up to $4000 + Allowance + PB + Comm job in Newton at Success Human Resource Centre Pte Ltd

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Financial Services Consultant @ Newton - Up to $4000 + Allowance + PB + Comm at Success Human Resource Centre Pte Ltd

Financial Services Consultant @ Newton - Up to $4000 + Allowance + PB + Comm

Success Human Resource Centre Pte Ltd Newton Permanent
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  • Permanent
  • Mon – Fri 
  • Office Hours
  • Up to $4000 + Allowance + PB + Commission
Responsibilities:
  • Connect and understand potential client financial need in both wealth protection and wealth accumulation
  • Advise and provide financial solution to address client current /future financial need.
  • Explain and develop various financial plans for client to make an informed decision
  • Assist in after sales services including claim , policy renewal
  • Review and update client financial portfolio on yearly basis.
  • Establish clients' financial goals
  • Determine current financial situation
  • Identify shortfalls
  • Customise solutions to suit needs
  • Take action to implement
  • Help clients prioritize needs and manage cashflow
  • Develop wealth management strategies
  • Plan for their children's education and their retirement needs
  • Help clients avoid procrastination
  • Provide advice on financial and investment plans
  • Guide them in saving more of their income
  • Help clients achieve their financial goals
  • Provide information for them to make better decisions
  • Offer affordable solutions and options to choose from

Period:
  • Permanent

Working Hours:
  • Mon – Fri office hours / Flexible hours

Location:
  • Various Locations (Newton / Paya Lebar / Jurong East / Tampines)

Salary:
  • Up to $4000 + Allowance + PB + Commission

Requirements:
  • Minimum GCE ‘A’ Level / Diploma
  • Possess a strong entrepreneur spirit and goal oriented
  • Have a mindset to challenge the status quo
  • Possess a mindset to want to aspire others
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination

In lieu of physical interviews, we will be conducting virtual interview, i.e. Skype/WhatsApp/Facetime/Zoom
Interested applicants, kindly email your detailed resume (MS Word format is preferred):
[ Email address blocked ]  (Reg No: R2092011) / [ Email address blocked ] (R1549023)
Please ensure that applications sent through email are no bigger than 1Mb.
We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.
Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)
3 Shenton Way, Shenton House,
#19-01 Singapore 068805
T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg

Recommended Skills

  • Service Orientation
  • Trustworthy
  • Whatsapp
  • Social Skills
  • Success Driven
  • Skype

EA License No.

97C4832

EA Personal Registration No.

R1549023
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