Client-Focused Financial Sales Associate

Vision Finanacial Group; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

Vision Financial Group in Singapore is seeking a proactive Sales Associate to engage clients, present investment and protection solutions, and support decision-making. You will conduct meetings, prepare proposals, follow up on leads, and maintain accurate CRM records.

You will collaborate with financial consultants to drive sales campaigns, participate in training, and strive to meet targets while delivering top-tier client service.

Qualifications

• Strong client relationship skills and service-oriented mindset.
• Sales and negotiation capabilities with lead management.
• Basic financial literacy and interest in investment and protection products.
• Organizational and time-management skills for multiple engagements and follow-ups.
• Comfort working on-site in Singapore with a collaborative approach.

Responsibilities

• Meet with prospective and existing clients to understand financial objectives.
• Present suitable investment and protection solutions and prepare proposals.
• Follow up on leads and maintain accurate CRM records.
• Collaborate with financial consultants and support sales campaigns.
• Attend training sessions and strive to meet sales targets.

Skills

Client relationship

Sales and negotiation

Financial literacy

Time management

On-site Singapore

Office software & CRM

English communication

Education

Diploma or degree in Business/Finance/Marketing

Tools

CRM

Job description

Vision Financial Group in Singapore is seeking a proactive Sales Associate to engage clients, present investment and protection solutions, and support decision-making. You will conduct meetings, prepare proposals, follow up on leads, and maintain accurate CRM records.

You will collaborate with financial consultants to drive sales campaigns, participate in training, and strive to meet targets while delivering top-tier client service.