Sales Consultant Ref FSE230006 (CLOSED)
Salary Market Aligned
Location Singapore
Consultant Jun Lim (R1329913)
Job Ref FSE230006
Date posted 1 March 2024
Our client is an MNC conglomerate that specialises in providing bespoke insurance planning and wealth management solutions to high net worth clients worldwide.
The Role
Reporting directly to the Team Head, Managing Director and/or the Head of Sales, this role requires consistent and persistent contribution to the delivery of quality service to the clients and partners by providing professional advisory services in the areas of insurance and liquidity planning.
Key Responsibilities
Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
Build up ongoing development of new client relationships to ensure a balanced referral source
Provide professional and quality advice to clients on their liquidity planning and insurance needs
Achieve annual target of net revenue or an amount agreed upon during the annual review
Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
Submit new business documents timely and accurately
Support other team members in various sales activities
Key Requirements
Current Financial Adviser Representative licensed to advise on life policies and arrange contracts of life insurance will be highly preferred
At least 3 years of working experience in wealth planning, sales and/or relationship management in the insurance or banking industry
Proficiency in English and Mandarin is desired. Proficiency in Cantonese is a plus.
If you believe you fit the requirements for the role, please click the APPLY NOW button. Please indicate your notice period in your CV (preferably in Word format). Data provided is for recruitment purposes only.
We thank you for your interest in this position and regret that only shortlisted candidates will be notified.
Apply now to learn more.