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Private Advertiser seeks a finance consultant to assess client risk and plan financial protection, including life, medical, and retirement planning. You will build lasting client relationships and identify needs to offer suitable solutions.
The role offers performance-based earnings with bonuses, incentives, and commissions, with training and career development provided. Flexible working arrangements are available, along with supportive team onboarding.
This role involves providing financial consultation and risk assessment to clients, helping them plan their financial protection through life insurance, medical coverage, critical illness protection, and retirement planning. You will build and maintain long‑term relationships with clients, identify their financial needs, recommend suitable solutions, and develop new business opportunities through networking, referrals, and social media.
Provide financial consultation and risk assessment to clients
Assist clients in planning their financial protection, including life insurance, medical coverage, critical illness protection, and retirement planning
Build and maintain long‑term relationships with clients
Identify clients' financial needs and recommend suitable solutions
Develop new business opportunities through networking, referrals, and social media
Provide ongoing customer service and policy reviews
Minimum SPM qualification or equivalent
Good communication and interpersonal skills
Self-motivated, responsible, and willing to learn
Fresh graduates are welcome to apply
Performance-based income depending on KPI and sales performance
Bonuses, incentives, and commissions
Professional training and career development opportunities
Flexible working arrangements
Training and support provided by the team