Dreamplanners Organisation – Financial Advisor

About Dream Planners Organization

Dream Planners Organisation is an innovative and dynamic organization that offers the full suite of services in the area of risk management, wealth accumulation/preservation and retirement planning to individuals and corporations.

It is made up of an experienced team which believes in delivering results coupled with teamwork, professionalism and integrity.

Over the years, our approach in this business has never changed. We reward and appreciate every client/team members that stood the test of time together with us.

Our organisation believes in work-life balance to maintain a team of inspired and highly motivated individuals. We offer valuable skills and experiences to our new additions.

We also offer a platform for experienced individuals in the industry. This career path is geared towards leading and inspiring others and a new generation of wealth management trainees

Job Type: Full-time

Job Descriptions

• To develop new leads/client accounts and explore possibility of growth
• Managing clients’ portfolio, perform financial analysis and planning
• Comprehensive financial planning
• Personal
• Children’s tertiary education
• CPF investment schemes
• General insurance services
• Retirement planning * Corporate
• Keyman insurance
• Employee benefits scheme
• Business succession planning * Customize solutions to meet clients’ needs
• Assisting in wealth preservation and capital growth

Requirements

• At least a diploma
• Strong interpersonal communication skills
• Result oriented & willing to learn
• Motivated, has high level of energy
• Positive team players who enjoys challenges
• Well groomed with a pleasant personality
• Singaporean/ PR ONLY

Job Offer

• Monthly allowance $2,500 - $8,000 depending on qualifications and experience
• Full commission
• Incentive Trips
• Flexible working hours

Why join us?

• Remuneration based on own efforts
• Opportunities for growth and promotion based on effort
• Well-structured training program to succeeding
• Professional sales strategies
• Servicing high net worth
• Investment planning
• Legacy planning
• Portfolio planning

Interested candidates may email their resumes.

Successful candidates can expect comprehensive on the job training & enjoy a highly rewarding packaging and a fulfilling career!