Client Advisor / Senior Client Advisor

With a monthly salary, comprehensive employee benefits, and

induction training, we fully equip you to start a rewarding career

in financial advisory, tailored just for you!

As

part of our multi-channel distribution strategy, you'll be at the

forefront, offering our customers financial and life protection

solutions. More than just a salesperson, you'll represent us as a

passionate, honest, and professional

adviser.

With a steady stream of referrals from

our direct marketing and servicing teams, you will have abundant

sales opportunities. You'll conduct financial needs analyses for

customers, providing sound advice on the best financial products to

meet their

needs.

Responsibilities :

Provide sound financial advice through proper

fact-finding and reviewing customers' financial goals.

Maintain long-lasting relationships with both existing

and potential customers.

Capitalize on sales

opportunities through customer events, financial reviews, and

branch engagement activities.

Increase our

customer base by proactively acting on leads from our database and

setting up appointments with potential customers.

Ensure sales conversion by leveraging referrals from

Branch Services

colleagues.

Qualifications :

• No prior experience is required!

diploma or degree in any field.

CMFAS

certifications M5, M9, M9A, HI, BCP, PGI are preferred but not

necessary.

Motivated by performance-based

incentive structures and enjoy seeing tangible results from your

hard work.

Strong interpersonal skills and a

passion for helping customers achieve greater financial

competency.

This is a

full-time, permanent position at Income Lite branches, with a

permanent basic salary, attractive sales incentives, and full

employee benefits. We offer training and career progression

opportunities