Advisors' Clique

Financial Services Consultant ($3k, Training Provided, No Experience Required)

Advisors' Clique| Date Posted: 16-Mar-2020
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Job Nature:
Permanent, Internship
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

We are currently seeking dynamic individuals to join our team. If you enjoy meeting people and you are looking forward to a career that provides professional career development and be rewarded with a good income, this is the career opportunity you should consider.


The Job

  • Acquire customers to grow own portfolio. 

  • Marketing and sale of life insurance and other financial products from our list of product providers.

  • Facilitate and support customers’ purchase journey.

  • Practise professional financial planning to provide holistic perspective of protection, savings and investments needs and gaps, and make appropriate product recommendations.

  • Ongoing post-sale customer service.

  • Perform regular financial reviews with customers to ensure client’s portfolio remains relevant to changing needs.

  • Ensure that transactions are compliant with governing laws and ethical standards. 

  • Stay abreast of market trends, best practices, products and processes through continuous professional development. 


Our Requirements

  • A recognized degree of any discipline.

  • Strong interpersonal skill.

  • Driven and self-motivated.

  • Able to work independently with minimal supervision in a fast-paced environment.

  • Prior experience in financial services sales with proven track record will be an advantage.


Only shortlisted candidates will be notified.

Company Overview
Advisors' Clique