HSBC Life Financial Sales Consultant

ONLY SINGAPOREANS AND Permanent residents

Company Description

Here at HSBC Life, we invite you to join us at one of the largest and well-known financial institutions in the world, a brand you see at Changi Jewel and also when you fly!

We strive to differentiate with different methods proven to deliver success with an award-winning structured system.

Benefits:

1. Laptop Provided on Day 1
2. Strong Support System: We provide a hand-held system to ensure your success here with 1-1 mentorship on a regular basis, especially during the first 3 months.
3. Customized Training: Learning is part of progress, and you will attend a beginner’s training with the HSBC training department followed by advanced training.
4. Flexible Working Arrangement: Work from home, work from office, and work on the go.
5. Remuneration: Basic allowance, quarterly bonuses, and high commissions of up to 50%.
6. Provided Leads: Frequent source of leads from Day 1.
7. Fast Track Career: Promotion can happen in just 4 short years.
8. Travel and Culture: Incentives to travel with a motivated team.

We invite you to join us; with determination and discipline, you will achieve the life you desire!

Qualifications

• Bachelor's Degree or Diploma or JC
• Great interpersonal skills, willing to learn attitude, determined, and able to communicate effectively.
• Strong teamwork, discipline, self-motivated, passion for the business, and good organisational skills are a bonus.
• Professional certifications such as CFA, CFP, or CPWA would be beneficial.
• Microsoft Office, Social Media, and Affiliate Marketing are preferred.
• Multi-linguistic abilities are a plus.
• Singaporean/PR only.

Role Overview:

As a Consultant at HSBC Life, you will be instrumental in guiding our clients toward their financial objectives by offering customized investment and insurance solutions.

Key Responsibilities:

1. Client Consultation: Meet with clients to evaluate their financial status, goals, and risk tolerance.
2. Investment Strategy: Create and suggest investment strategies customized to each client’s needs.
3. Product Knowledge: Keep up-to-date with HSBC Life’s offerings and market trends.
4. Sales and Relationship Management: Foster and maintain strong client relationships.
5. Compliance and Documentation: Ensure adherence to regulatory standards and keep accurate client records.
6. Continuous Learning: Engage in ongoing training and professional development.

Qualifications for Experienced Candidates:

• Demonstrated experience in financial advisory or wealth management roles.
• In-depth knowledge of investment products and financial planning.
• Relevant certifications (such as CFP or CFA).

Qualifications for Entry-Level Candidates:

• Strong enthusiasm for finance and investment.
• Excellent interpersonal and communication skills.
• Relevant academic qualifications (Diploma or Degree).

Skills and Competencies:

• Client Focus: Ability to identify and address client needs.
• Analytical Skills: Strong analytical and problem-solving skills.
• Communication: Excellent verbal and written communication skills.
• Sales Orientation: Proven sales abilities and a results-oriented approach.
• Ethical Conduct: High integrity and commitment to ethical standards.