Customer Servicing Cosultant

Happy Forest Pte. Ltd.; Singapore; Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking driven individuals to join their team as Financial Planning Consultants. This role offers a unique opportunity for mid-career professionals to transition into the financial industry with comprehensive training and mentorship. You'll create tailored financial plans, analyze data, and guide clients through informed financial decisions. Enjoy a flexible work environment with the option to work from home, along with a competitive remuneration package including fixed salary, bonuses, and commissions. If you're passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Performance Bonuses

Signing Bonuses

Flexible Work Hours

Work from Home

Qualifications

• Passion for financial planning and positive attitude.
• Comprehensive financial training provided.

Responsibilities

• Create financial plans aligned with client goals.
• Analyze financial data and provide recommendations.
• Stay updated with financial industry trends.

Skills

Financial Planning

Data Analysis

Client Relationship Management

Education

Financial Training

Job description

Career Opportunity: Financial Planning Consultant

Are you at a crossroads in your career, seeking a new path filled with purpose and potential?

If you are driven, passionate about financial planning, and ready to embark on a rewarding journey, we have the perfect opportunity for you.

Our Commitment:

Empowering Mid-Career Transitions: We are dedicated to helping professionals like you transition seamlessly into the financial industry by providing necessary training and mentorship to enhance your opportunities.

Responsibilities:

• Creating financial plans aligned with client goals and aspirations.
• Analyzing financial data and providing accurate recommendations to clients.
• Conducting research and staying updated with financial industry trends and regulations.
• Directing clients to relevant financial reports from stakeholders to facilitate informed decisions.

Qualifications:

• Positive attitude and a strong passion for financial planning.
• Comprehensive financial training provided.

Benefits:

• Good remuneration with guaranteed leads.
• Fixed salary, performance bonuses, signing bonuses, and commission pay.
• Flexible work hours with the ability to plan your own appointments.
• Work from home with a hybrid remote setup in Singapore (528799).

Additional Information:

Only shortlisted candidates will be notified. Please be cautious and do not share bank or credit card details during the application process. Report any suspicious activity related to this job posting.

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