Financial Planner

Elaine Lim & Associates| Date Posted: 11-Jun-2019
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Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma

Job Description

Would you like to be a part of the fastest growing platform to: 
-Earn uncapped income?
-Pursue fast track career progression?    
-Build your desired lifestyle in the next 5 years?         
-Spend quality time with your loved ones?       
-Value add and enrich lives of others and self?

First Adviser is a group of agency units representing AXA Insurance Pte Ltd; a group which proudly constitutes the Top 10 organisations in AXA. We are currently looking for bright and talented individuals who would like to join our sales force as an AXA Financial Planner or Agency Development Manager.

Key responsibilities      

  • Conduct proper financial advisory and provide sound financial advice to clients based on their financial needs      
  • Actively participate in marketing and promotional activities for clients’ acquisition      
  • Maintain and develop strong relationship with clients       
  • Conduct policy summary with prospects and regular portfolio review with clients     
  • Ensure high level of service quality and stringent compliance standards are met 

Job requirements     

  • Good working attitude       
  • At least 21 years old and above (regulatory requirement)    
  • Possess at least a Local Diploma / GCE A Level or equivalent      
  • Possess excellent communication skills and pleasant disposition      
  • Driven, self-motivated, hungry for success and willingness to learn 

* Remember, opportunities don’t just happen, you create them! Take the leap and realise your dreams.

We regret to inform only shortlisted candidates will be notified.  

Company Overview
Elaine Lim & Associates