Sales Support Executive(Financial Products)

OakTree Consulting | Date Posted: 10-Jul-2018
EA Licence No: 06C4642 | EA Personal Registration No: R1102621
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Job Nature:
Position Level:
Diploma, Bachelor's / Honours

Job Description

Key Responsibilities
• Advise clients on purchase of life insurance products (for walk-in clients and telephone/on-line  enquiries.
• Ensure activities are conducted in full compliance of Singapore regulations.
• Deal with financial advisors on daily basis.
• Provide support to financial advisors
• Training of financial advisors.

Scope of Work
• Review and servicing of client’s financial portfolios.
• Provide financial advice.
• Wealth accumulation planning.
• Work for future expansion of distribution channels.

Key Requirements
• Bachelor’s degree in any discipline but preferably Business, Management, Economics or Accountancy.
• At least 2 years relevant working experience in insurance or financial sector.
• Financial advisory qualifications as per MAS requirements.
• Knowledge of Compliance/AML requirements
• Excellent communications skills, good team player, possess analytical ability, willingness to learn.

• Monthly salary range of between $2800 to 3200 plus allowances of up to $1000
• Contract may be renewed at discretion of management.
• Performance bonus may be considered in the future.
• Scope for career growth.


Please submit resumes with the following details in MS Word format:

- Position applying for
- Current remuneration
- Expected remuneration
- Notice period

John Goh Meng Chye 
EA License No : 06C4642
EA Reg No : R1102621

We regret that only shortlisted candidates will be notified.