Financial Consultant

Industry: Financial Services

Specialism: Banking / Finance / Insurance - Banking/Finance/Insurance Management

Central,Singapore SGD 3,000 - 6,000 (Negotiable)

About Company

Our client is a reputable financial services agency under OCBC Group

Job Description

- Develop marketing strategies and promote new insurance products or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services

Job Requirements

- Requirements:
- Minimum a diploma from a recognized institution
- Fresh graduates are welcome to apply
- Good organizational and time management skills
- Good presentation and communication skills
- Benefits:
- Fixed allowance, Performance bonus, commission, oversea incentive trips etc.
- Good career development track
- Substantial & systematic training schemes
- Other Details
- Working hours: flexible hours
- Working Location: CBD area


- Performance Bonus
- Oversea Incentive Trips
- Commission
- Organised and systematic training schemes