The Honeybees – Finance Entrepreneurship 2018

Company
The Honeybees
axaplanner.com.sg
Designation
Finance Entrepreneurship 2018
Date Listed
20 Aug 2018
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start - Flexible End
Profession
Banking / Finance
Industry
Finance
Location Name
8 Shenton way #15-02 Axa Tower
Allowance / Remuneration
$1,200 - 1,800 monthly
Company Profile

Honeybees is an agency in collaboration with the biggest insurer in the world - AXA.
We strive with our cherished values - Diligence, Teamwork, Discipline and Humility to defend and wholeheartedly serve the Queen Bee - Our Valued Clients.
Our goal in helping our valued clients address their financial needs is what gives us pride and motivates us each day to give our best.

Job Description

At Honeybees, we are a dynamic team of young professionals. We aim to provide idea and solution for all our client's financial priorities. Your role is to significantly supports Honeybees’s performance and day-to-day decision-making processes.
Needs analysis assessment:
Accumulate information about the prospect regarding financial and other factual information. Assessing emotional make up of the client and understanding client's needs and wants. Use organised fact-finding approach
Policy administration:
Handle the paperwork involved in issuing and maintaining the policy. Handle client weekly update, eg; investment prices, market changes, regulatory changes. Submitting report to manager at the end of the week.
Personal financier
Offer continuous, meticulous and caring service to clients through half yearly reviews. Expand network and build client-financier relationship.

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