Financial Consultant

Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all.
Additional Information:

Working Location: North Singapore with WFH

Responsibilities:

Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
Foster lasting relationships with both current and prospective clients.
Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars and corperate solutions.

Requirements:

No prior experience needed! On the job training will be provided!
Diploma / A Levels and above
Be willing to take up CMFAS certifications M5, M9, M9A, HI. Candidates with existing certificates preferred but not necessary
Willing to travel for trainings and client meet-ups.
Motivated by performance-based incentive structures and hardwork
Have good interpersonal skills and passionate about helping customers
Singaporeans only

Bonuses:

Open communication between colleagues and managers.
Offers flexible working hours.
Provide one-on-one mentorship with team leaders.
Access to an excellent learning platform for financial portfolio management.
Opportunities for fast-tracked career progression to managerial or consulting positions
Basic allowance and high potential commisions
Signing bonus and performance awards
Overseas business trips provided for
Free cafe food and drinks at office
Office near to MRT
Monthly company bonding sessions

Interested applicants, please submit your application now!

We regret that only shortlisted candidates will be notified.

EA License No.: 23C1461

EA Reg. No.: Rxxxxxxx (Soh Yan Cheng Andrew)

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