We are a financial agency with a leading UK insurer. Established in 2003, and with the mission to raise our team members to reach their highest potential, we focus on building efficiency-driven business processes and personal development of every individual in our team.
Our customized financial blueprint includes a thorough portfolio audit where we seek to streamline your existing programs to make it more premium efficient and updated. At the same time, we also help you to set up a Claims Activation System whereby speedy insurance payout is ensured to prevent any unduly financial stress on your loved ones.
Our Consultants specialize in conducting Policy Audit for customers. The 3 key benefits are
- You will have complete clarity of your existing portfolio clarity and how they function as a whole
- Claims activation system will be set up so that claims can be processed in the fastest manner when it arises
- Remove/reduce outdated policy items, usually more expensive, to achieve premium optimization
After the audit, we will then proceed to work on your desired financial goals for your family and self. They may include
- Retirement Planning
- Wealth and Legacy Planning
- Insurance Planning
- Medical Planning
- Family and Children Planning
- Loan Cancellation Planning
Full Time / Part Time Financial Consultant (Students Welcome!!)
HIRING: FINANCIAL CONSULTANT
STUDENTS WELCOME TO APPLY!
passionate about the financial industry?
looking to achieve financial freedom?
loves meeting new people?
WE ARE LOOKING FOR YOU!
ATTRACTIVE SALARY PACKAGE
basic: $2500++ w UNCAPPED commissions!
earn as much as YOU want - no income ceiling
JOB SCOPE
- Prepare financial plans that suits the client's needs and goals
- Providing financial / wealth management advice to clients
- Managing clients policies and financial assets
REQUIREMENTS
- 21 - 34 years old
- Able to speak Chinese to liase w Chinese speaking clients
- Min. Local Diploma in any field (NYP, RP, TP, SP, NP)
- No experience needed, training and mentorship provided
- Fresh Grad / Undergraduates / Mid-Career Switchers are all welcomed
- Interest in the finance sector / industry
Job Types: Full-time, Fresh graduate
Salary: From $2,500.00 per month
Benefits:
- Flexible schedule
- Professional development
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
Education:
- Local Polytechnic Diploma (Required)
Work Location: Hybrid remote in Singapore 228241
Related Company Review:
Accenture
www.accenture.comType: Business Consulting / Management & Consulting
Pros: good working environment and vibrant culture
Cons: no pantry at the clients' workplace
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- Company:
Ryan Koh & Associates - Designation:
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