Financial Sales Planner

07 May 2020

Be your own boss, join Financial Sales (Insurance, Funds, Investment, Bonds, etc)

Our client is a subsidiary of the top Financial Services company in Singapore who specialised in Investment, Insurance and Wealth Management.

Offers comprehensive bonus scheme, comfortable office in a prime location providing all your office needs. Work hard, play hard culture - quarterly plans incentive trips, recognition, and awards.

The Benefits

  • Flexible working hours and working environment
  • Dual Career Opportunities - Associate/ Specialist or Management Level
  • Competitive Monthly Allowance + Commission or 100% commission is also available.
  • Supportive Coaching & Mentoring

As a Financial Advisor you will be responsible for driving continuous business growth by active sales and business development.

Key Responsibilities:

  • Build and maintain clientele base
  • Developing financial plans for clients, helping them to achieve their financial goal
  • Advising clients on planning for their retirement, insurance needs, investment decisions, offers tailored financial offerings according to their financial goals
  • Following up with clients periodically to adjust their plans according to any life changes and financial status changes

Key Requirements:

  • Any Degree or Diploma in Finance or any related fields
  • CMFAS Certified (M5, M9, M9A, HI, M8A, M6A)
  • Effective communication skills
  • Excellent customer service skills

Be Your Own Boss, start the change and APPLY NOW!

EA Licence No: 11C5502
Registration No: R1659128
Registration Name: Cullen Phoebe Rose Sabuag

Phoebe Cullen - R1660432's picture
Programme Delivery Consultant | M3S
Singapore +65 6818 3172 |