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Private Advertiser is seeking a results-driven financial advisor to develop client relationships and tailor financial protection and planning solutions. No prior industry experience is required as training and mentorship will be provided to help you build a successful career.
You will identify potential clients, conduct meetings to assess goals, present suitable solutions within budgets, and manage ongoing service.
You will have the opportunity to develop client relationships, understand customers' financial needs, and provide suitable financial protection and planning solutions. No prior industry experience is required. Training and mentorship will be provided.
Identify and connect with potential clients to develop new business opportunities.
Conduct client meetings to understand their financial goals and protection needs.
Present suitable financial solutions based on clients' needs and budgets.
Build and maintain long-term client relationships through regular follow-ups.
Manage client portfolios and provide ongoing customer service.
Work towards individual sales targets and business development goals.
Attend professional training, team meetings, and development programmes.
Develop personal sales skills and explore future leadership opportunities.
Good communication and interpersonal skills.
Positive attitude, self-motivated, and willing to learn.
Strong sense of responsibility and willingness to achieve goals.
Able to work independently and collaboratively within a team.
Fresh graduates and career changers are welcome.
Sales or customer service experience is an advantage but not compulsory.
Comprehensive training and professional mentorship.
Attractive performance-based commission and incentives.
Career advancement and leadership development opportunities.
Flexible working arrangements, subject to business requirements.
Continuous coaching to improve sales and communication skills.
Opportunities to build your own professional network and client portfolio.