Financial Sales Consultant (Insurance & Investment)

ALWAYSHIRED PTE. LTD.; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as financial consultants. This role involves providing personalized financial planning and advisory services, helping clients achieve their financial goals through tailored solutions. You will engage in lead generation, maintain client relationships, and stay updated with market trends. With comprehensive training provided, this is an excellent opportunity for those looking to start a rewarding career in finance. If you are passionate about personal growth and helping others secure their financial future, this position is perfect for you.

Qualifications

• No prior experience required; training will be provided.
• Passionate about personal growth and helping others achieve financial well-being.

Responsibilities

• Provide personalized financial planning and advisory services.
• Build and maintain long-term relationships with clients.

Skills

Sales-oriented

Strong communication skills

Interpersonal skills

Financial planning knowledge

Education

Diploma in financial services

Degree in banking

Degree in business management

Job description

Responsibilities:

• Provide personalized financial planning and advisory services to clients, including insurance, savings, and investment solutions.

• Assess clients' financial goals and risk profiles to recommend suitable financial products.

• Educate clients on financial options, helping them make informed decisions to protect and grow their wealth.

• Build and maintain long-term relationships with clients through regular reviews and check-ins.

• Stay up-to-date with market trends, product knowledge, and regulatory requirements to provide accurate advice.

• Engage in prospecting, lead generation, and networking activities to expand your client base.

• Participate in ongoing training and development programs to enhance product knowledge and selling techniques.

• For those with leadership aspirations, mentor junior consultants and contribute to team development.

Requirements:

• Diploma or Degree in financial services, banking, business management, or any relevant field.

• No prior experience is required as training will be provided. Candidates with a background in finance will be offered an attractive package.

• Sales-oriented with strong communication and interpersonal skills.

• Passionate about personal growth and helping others achieve financial well-being.

Application Process:

Interested candidates please apply online or send your latest CV to [e-mail].

We regret to inform that only shortlisted candidates will be notified. Please note that your response to this advertisement will constitute informed consent to the collection, use, and/or disclosure of personal data by AlwaysHired, its affiliates and, where necessary, to relevant third parties, for purposes such as job application processing, career advisory, research, and other administrative purposes, in compliance with the relevant provisions of the Privacy Policy available at www.alwayshired.com.sg/privacy-policy.

AlwaysHired Pte Ltd

Reg No: R1549345

EA: 24C2293