Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
Acquire new businesses while maintaining current account portfolio
Tactful negotiations of contract with prospects
Process documentations and keeping proper records.
Planning for personal and corporate clients on risk and wealth management, succession and estate planning.
Requirements:
Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a Financial planner
Holds a Diploma/Degree qualification
Prior working experience in sales is seen as an advantage
Goal oriented, self-driven and pro-active in character