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Financial Consultant (No Exp / Good Benefits / Basic + Comms)


IMPA ADVISORY
11 days ago
Posted date
11 days ago
N/A
Minimum level
N/A
FinanceJob category
Finance
Roles and Responsibilities
  • Develop individualised financial advice based on clients' financial and protection needs.
  • Help clients with financial planning in aspects such as retirement, education and investments.
  • Provide clients with recommendations on wealth accumulation in accordance to their goals.
  • Build long-term and trusted relationships with clients.
  • Keep up to date with market development, investment products and other areas that can affect the market.


What We Offer:
  • Different proven platforms to be given to kickstart and advance in your career.
  • Not needed to approach own family members or friends to generate leads.
  • provide customizable leads platform
  • Provide 1 to 1 mentorship.
  • Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
  • Monthly allowance and other cash incentives.
  • Overseas trip incentives.


Eligibility
  • Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
  • Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
  • Good interpersonal skills.
  • Committed, driven and eager to succeed.
  • No work experience required.

Technical Skills and Competencies You Will Learn
  • Insurance and Financial Planning Fundamentals
  • Certifications in CMFAS
  • Communication and Networking Skills
  • Sales and Marketing Skills
  • Client Relationship Management
Related tags
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JOB SUMMARY
Financial Consultant (No Exp / Good Benefits / Basic + Comms)
IMPA ADVISORY
Singapore
11 days ago
N/A
Full-time

Financial Consultant (No Exp / Good Benefits / Basic + Comms)