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Financial Adviser (Insurance)

Financial Adviser (Insurance)

SYNERGY FINANCIAL ADVISERS LTD.D14 Geylang, Eunos, SG
28 days ago
Job description

Roles & Responsibilities

To service clients who are

  • requesting financial planning services,
  • providing wholesome advice, including :
  • Personal Financial Planning,
  • Personal Will and Estate Planning,
  • HNWI Planning
  • GI Insurance

Candidate must have

  • A Degree or A Diploma
  • Mature and Outgoing
  • Excellent communication and sales skills.
  • Relevant experience.
  • Tell employers what skills you have

    Wealth Management

    Aftersales

    Financial Planning

    Investments

    Direct Sales

    Travel Insurance

    Attention to Detail

    Estate Planning

    Financial Advisory

    Financial Services

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    Financial Adviser • D14 Geylang, Eunos, SG