Financial Planner
Industry: Financial Services
Specialism: Banking / Finance / Insurance - Banking/Finance/Insurance Management
Posted on 04 Apr 2024
About Company
Our client is an authorized representative of AIA Singapore Pte Ltd. They provide innovative solutions to protect your life, health, and wealth with their wide range of insurance plans.
Job Description
- Identify & acquire new clients for financial products.
- Understand the client's financial objectives and investment requirements.
- Analyze financial information obtained from clients to determine strategies to meet clients' financial needs.
- Conducting in-depth reviews of client’s financial circumstances, current provisions and future aims.
- Servicing clients through periodic insurance and investment portfolio reviews, industry and solutions updates and claims, etc.
Job Requirements
- GCE ‘A’ Level academic qualification is preferred.
- No experience is welcomed to apply; Job training & coaching will be provided.
- Possess good communication skills and enjoy meeting people.
- Self-motivated, self-discipline and positive attitude.
Compensation
- Attractive commission scheme
- Attractive bonus and incentive based on sales performance
- Potential recurring income
- Company trips
- Career progression opportunities