Career: Associate Financial Planner
Who are we?
We are the new kid on the block, positioned to rock the financial services industry in Singapore, and we aim to provide our customers a service, and solutions which will both empower them to have absolute control over their financial decisions, and be rewarded handsomely for it.
Fin-ally, our customers will have a chance to take full charge in planning their lives!
We provide an extensive range of financial solutions from insurance providers, and fund management houses for our customers on a non-traditional platform, at unconventional pricings, and we are looking for individuals to join us on this exhilarating journey.
- Identify and qualify prospects (individuals and companies) who will benefit from our online and offline services and solutions
- Meet and present financial advice and solutions to qualified prospects
- Ensure that the detailed and regulatory fact find information are duly collated
- Continue to service the clients’ needs
- Constantly ensure a rhythm of sales and marketing activities
- Be constantly present, and active on a range of social media to promote our solutions
- A basic diploma or degree from any discipline
- Minimum 3 years in the financial services industry
- An aptitude to learn new and innovative ways of market financial services
- A passion to meet new people, and to be a part of their financial planning process
- Excellent communication skills
- An active and respectable Facebook or Instagram/ Twitter account
- Met all regulatory exams and requirements such as M5 M8 M9 and HI.
What’s in it for you?
- You will be part of the pioneer sales team that will shake up the insurance industry in Singapore.
- Fixed monthly salary
- Rewarding commissions
- Build your network and portfolio of customers