Jeffrey Lim Organisation

Financial Consultant

Jeffrey Lim Organisation| Date Posted: 21-Jul-2020
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Job Nature:
Permanent, Part Time
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

 

We LISTEN to your career aspirations
AND we UNDERSTAND what you want.

 

The Role:
A Rewarding Career as a Financial Consultant Awaits You


We are looking for bright individuals who would like to join us as a Financial Consultant. If you are highly motivated, hardworking, trustworthy and approachable, you are the one we are looking for!

Elson Wong & Associates, an agency with Jeffrey Lim Organisation, a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

Financial Consultant

  • Establish clients' financial goals
  • Determine current financial situation
  • Identify shortfalls
  • Customise solutions to suit needs
  • Take action to implement suitable insurance plan
  • Regularly review clients' financial portfolio


About the career

  • Making a difference in other's lives
  • Flexibility and work-life balance
  • Achieve financial freedom
  • Cultivate your entrepreneurial aspirations
  • Continuous training and development

 

Remuneration*

  • Establishment allowance of up to 24 months for selected candidates*
  • Tablet to be given to successfully contracted candidate*

            *Terms & Conditions apply.  Remuneration is given to Financial Consultants who meet the required qualifying criteria as set by the Company.

 


Job Requirements:

  • At least a full certificate in GCE'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination
  • At least 21 years old (regulatory requirement)
  • Required to attain CMFAS certifications M5, M9, M9A and HI.  Prudential will provide the necessary training and guidance for you.


To apply, please send your resume to us by clicking on "Apply Now" button below.
Only shortlisted candidates will be notified.

Elson Wong & Associates
an agency unit of Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477Z

 

[approval 115/08May21]

Company Overview
Jeffrey Lim Organisation