Wealth & Protection Advisor

Genesis Group of Agencies

Singapore

On-site

SGD 60,000 - 90,000

Full time

8 days ago

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Job summary

Genesis Group of Agencies in Singapore seeks a financially skilled consultant to work with individuals, families and business owners, shaping strategies for protection, wealth accumulation, retirement and legacy planning. You will receive structured training, mentoring and guidance to grow your professional knowledge, client management and business development capabilities.

You will build long-term client relationships, review financial arrangements, and develop new business through networking,

Qualifications

Hungry for personal and professional growth.
Positive and self-motivated mindset.
Willingness to learn the proven system to build your network after you start.

Responsibilities

Conduct financial reviews to understand clients' goals and life stages.
Develop personalised financial planning strategies for protection, wealth, retirement and legacy planning.
Build and maintain long-term client relationships.
Identify opportunities to review and improve clients' existing financial arrangements.
Develop new client relationships through networking, referrals, events, introducer channels, and other business development channels.
Work with business owners on employee benefits, Buy/Sell Agreements and Key Man protection.
Attend regular training, coaching and professional development sessions.
Keep up to date with financial products, market developments and industry regulations.