Roles & Responsibilities
Roles and Responsibilities
- Develop individualised financial advice based on clients’ financial and protection needs.
- Help clients with financial planning in aspects such as retirement, education and investments.
- Provide clients with recommendations on wealth accumulation in accordance to their goals.
- Build long-term and trusted relationships with clients.
- Keep up to date with market development, investment products and other areas that can affect the market.
What We Offer :
Different proven platforms to be given to kickstart and advance in your career.Not needed to approach own family members or friends to generate leads.provide customizable leads platformProvide 1 to 1 mentorship.Extensive training provided by professional trainers to help you develop your knowledge and soft skills.Monthly allowance and other cash incentives.Overseas trip incentives.Eligibility
Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial plannerMinimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).Good interpersonal skills.Committed, driven and eager to succeed.No work experience required.Technical Skills and Competencies You Will Learn
Insurance and Financial Planning FundamentalsCertifications in CMFASCommunication and Networking SkillsSales and Marketing SkillsClient Relationship ManagementTell employers what skills you have
Wealth Management
Sales
Financial Planning
Interpersonal Skills
Investments
Customer Relationships
Relationship Management
Wealth Accumulation
Soft Skills
Marketing
Mentorship
Networking
General Insurance
Life Insurance
Market Development
Retirement