Estate Planning Consultant

Roles & Responsibilities

Estate Planning Consultant

Job Summary

We are seeking a driven field sales representative to engage prospects, propose tailored investment solutions, build strong client relationships, and drive mutual success. This role is ideal for individuals looking to build a dynamic, rewarding career in financial sales.

Responsibilities

• Develop comprehensive knowledge of investment products and financial instruments to recommend suitable options to prospects accurately
• Conduct face-to-face and virtual meetings with prospects to understand their financial goals and guide their decision-making process
• Cultivate and expand relationships with diverse clients to foster loyalty and encourage repeat business
• Create and implement personal branding strategies to attract and generate qualified sales leads
• Consistently meet or exceed sales targets and performance objectives by applying effective sales techniques and engaging clients

Preferred competencies and qualifications

• Diploma or Bachelor's degree in any discipline
• Demonstrate strong communication skills through effective client interactions and presentations
• Show eagerness to learn and stay informed on financial markets and economic trends
• Exhibit a proactive, results-driven mindset focused on identifying and securing new business opportunities
• Build and maintain client-centric relationships using a consultative approach
• Open to candidates with or without prior financial sector experience; comprehensive training will be provided

Other Information

• EA License No.: 23C1703
• EA Personnel No.: R1984761
• EA Personnel Name: Pua Khai Lun

Tell employers what skills you have

Contact With Prospects
Licensing
develop strategic recommendations
Team Handling
Brokerage
Developing Relationships With Customers
Achieving Sales Targets
Financial Decisions
Mediation
financial products
VCS
Estate Planning
meet engagements
Branding Strategy