The Offer Work in a company with a solid track record of performance Join a well known brand within Corporate Banking A role that offers a breadth of learning opportunities The Job Job Description Our client is seeking a dynamic and results-oriented Financial Services Consultant to join our team.
As a key player in our organization, you will be responsible for providing comprehensive financial solutions, with a strong focus on insurance products, to our valued clients.
Key Responsibilities: Client Acquisition and Relationship Management: Actively prospect and acquire new clients through effective networking and sales techniques.
Build and maintain strong, long-lasting relationships with clients by providing exceptional service.
Understand clients' financial needs and goals to offer tailored insurance solutions.
Product Knowledge and Sales: Develop a deep understanding of our range of insurance products, including life insurance, health insurance, and general insurance.
Effectively communicate the benefits and features of insurance products to clients.
Conduct comprehensive financial needs assessments to identify suitable insurance solutions.
Prepare and present professional proposals to clients.
Sales and Performance: Achieve and exceed sales targets consistently.
Stay updated on industry trends, regulations, and product offerings.
Utilize sales tools and CRM systems to track client interactions and sales activities.
Compliance and Risk Management: Adhere to all regulatory requirements and company policies.
Maintain accurate and up-to-date client records.
Participate in ongoing professional development to enhance knowledge and skills.
The Profile Qualifications and Skills: Proven track record in sales, preferably in the financial services industry.
Strong understanding of insurance products and financial planning concepts.
Excellent communication and interpersonal skills.
Ability to build rapport and trust with clients.
Self-motivated and results oriented.
Strong organizational and time management skills.
Relevant insurance licenses or certifications (preferred).
If you are a passionate individual with a strong desire to help clients achieve their financial goals, we encourage you to apply.
The Employer Established in 1991, Our client had grown into the leading HR & Recruitment firm in Singapore.