Agency Development Manager
1 Pickering Street, Central Region
Posted more than 30 days ago
- Company:
- Advisors' Clique
- Company Description:
- Company Overview About our Principal – Great Eastern Financial Advisers Great Eastern Financial Advisers Private Limited (GEFA) is a wholly-owned subsidiary of Great Eastern Holdings Limited and is a member of the OCBC Group. As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the client. Premier Client Group (PCG) is a strategic initiative to engage the affluent client through a holistic proposition to enhance customers’ experiences. About Our Agency Group Advisors’ Clique is a group of individual financial consultants representing GEFA. A name synonymous with dynamism, Advisors’ Clique has a team of dedicated financial consultants to provide clients with financial advisory services, risk and wealth management solutions.
- Contract Type:
- Part Time
- Experience Required:
- No Experience
- Education Level:
- Diploma
- Number of vacancies:
- 1
Job Description
Looking for a Part-Time Agency Development for Financial Service Manager.
Task Description:
1) Administrative
- Assist Financial Service Manager with administrative tasks
- Utilize Canva and Microsoft Excel for creating reports and presentations
- Communicate effectively through written and verbal channels
- Provide entry-level support for various office duties
2) Portfolio Handling:
- Client support for existing clients
- Updating clients on premiums or notices from company
- Investment Updates (Training Provided)
3) Recruitment:
- Incentives provided for recruitment sourcing.
- Arranging interviews.
Skills and Experience Required:
- Proficiency in Canva and Microsoft Excel
- Entry-level experience.
- No prior working experience required.
- Willing to learn finance and management skills.
- Strong written and verbal communication skills.
- Have strong organizational skills
Minimum 6 months commitment, 5 day work work, Min 5 hours a day.
Work in office
Please reply if interested in this role, resume required.
- Salary:
- $13.00 Hourly
The job listing you are looking for is no longer available. It may have expired or been closed after the position was filled. Please check our Available Jobs.
