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Personal Financial Adviser

Keywords / Skills : Sales Officer, Marketing, Selling, Sales, Insurance

2 - 4 years
Posted: 2019-05-21

Job Description
Requirements :

Mid-career candidates with at least 2 years of sales experiences in current company

Got experiences in selling Life Insurance or Wealth Management products

Got sales related licenses, at least one

Strong sales performance in current bank

Compulsory to bring proven performance track record (Latest 3 months payslip, EA Form FY17 & FY18, Certificate of achievement, Photocopy of sales licenses)

Job descriptions :

To carry out sales activities to increase sales revenue of financial planning products.

To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship with new customers.

Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit and other supplementary products such as credit card, loan and deposit.

To refer customers to Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).

About Company

Our Outsourcing services helps you manage fluctuating IT needs and gaps and changing market needs to meet aggressive timelines.
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