Financial Services Consultant / Agency Leader

DNA Global Solutions Pte Ltd/ DNA FINANCIAL | Date Posted: 16-Sep-2018
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Your Journey Starts Here

DNA Financial Agency, representing Manulife Financial Advisers Pte Ltd, has been providing comprehensive financial planning services since 1998. Equipped with a network of 7 insurers and 3 investment platforms, we possess the relevant tools to satisfy the increasing demands of the ever-evolving financial landscape and demands.

As a driven individual, are you looking for the right platform to grow your own business?

We are looking for Financial Services Consultants and Agency Leaders to join us.

 

Key Responsibilities

  • Analyze clients’ financial needs and provide relevant solutions to achieve their financial goals
  • Regular reviews of existing clients’ financial goals and achievements
  • Process documents promptly to ensure agreed solutions are in force
  • Stay updated with market trends through compulsory training courses (CPD requirement)
  • Complying with company policies and MAS requirements
  • To recruit, train and mentor team members

 

Benefits

  • Attractive remuneration package available for successful entrants as
    • Financial Services Consultant (with / without relevant experiences)
    • Agency leader
  • Sales leads offered
  • Strengths Finder Assessment to identify and understand your strengths
  • Professional development through regular mentoring sessions with our Director, who is also a Certified Coach in Career Coaching and Transformational Leadership
  • Flexible working hours. Tremendous income potential.

 

Requirements

  • Age 21 and above
  • A dynamic individual with a learning attitude
  • Strong interpersonal skill and enjoys interacting with people
  • Candidate(s) must possess at least a GCE ‘A’ Level / local Diploma
Company Overview
DNA Global Solutions Pte Ltd/ DNA FINANCIAL