Financial Services Consultant

Posted 9 days ago

success human resource centre pteNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$4000

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About the role

Overview Type: Permanent. Working hours: Mon – Fri office hours. Location: Newton. Compensation: Up to $4000 + Allowance + PB + Commission.

Responsibilities: Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise and provide financial solution to address client current / future financial need. Explain and develop various financial plans for client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client financial portfolio on yearly basis.

Requirements: Possess a strong entrepreneur spirit and goal oriented. Have a mindset to challenge the status quo. Possess a mindset to want to aspire others. Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

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Your notice period

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