Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions.
At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.
We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit.
We are looking for sales executive to act as an neutral intermediary between our company and customers with our wide suite of products. You will provide to our clients financial guidance and make recommendations on how to best utilize their wealth. You will be given an monthly allowance of $500 per month + attractive commission
Job Takeaways:
- Attractive basic salary + commission with performance bonus & overseas incentive trips
- Strong core support and guidance for your sales career
- Opportunity for advancement in your career for sales path or management role
- Gain knowledge and realistic experience of soft skills and management skills
- Work-life balance
- Equip financial knowledge for yourself to advise your social circle
Principal Responsibilities:
- Provide strategic advice across a variety of financial products and services
- Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
- Guiding clients towards a profitable and secure financial decision
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Develop and implement wealth preservation and wealth accumulation plans using insurance solutions
- Build and entrench customer relationships
Requirements :
- Local Diploma/ Degree holder in any discipline from a recognized institution
- Entry level candidates without prior experience are welcome (Training and coaching will be provided for all required candidates)
- Independent, driven and resourceful
- Loves interacting with people
- Good interpersonal skills and communication skills to relate with different people
- Aspires to be an entrepreneur and have the energy, drive and ambition to succeed
Related Job Searches:
- Company:
Summit Planners - Designation:
Sales Executive - Profession:
Banking / Finance - Industry:
Finance - Location:
Outram