Financial Adviser

General Responsibilities

The financial advisor shall be under the supervision of the Unit Manager and will be tasked to:

· Contribute to the overall sales performance of the team via an effective execution of various sales and marketing activities

· Create financial blueprints and advise clients on portfolio management

· Analyze and draw conclusions from market outlook and investment environment

· Generate leads, client profiling, and prepare custom-fitted insurance and investment packages that is suited to that specific target market

· Attend regular team meetings, company trainings and webinars, general assemblies and any other group activity that the company may require from time to time

· Deliver exceptional customer and after-sales service to both new and existing clients as a means of client retention and boost client-referrals

Ideal Candidate must possess the following:

· A smart negotiator and a proven deal-maker

· Results-driven and performs well under pressure

· Digital savvy and knows how to use different social media platforms to generate leads

· Self-motivated but thrives under a team environment

· Highly coachable and is willing to learn new things

· Passionate about the financial services industry

· Good at public speaking

· Knowledgeable about the concept of “INTRAPRENEURSHIP”

· Ambitious and has a do-it-attitude

· Able to manage their time well to deliver targets and deliverables

Successful Candidates should have:

· Preferably with 1-2 years sales experience preferably in the financial services industry.

· Fresh graduates who want to learn and earn in this industry are also welcome to apply.

· Working experience, but fresh graduates are welcome to apply

· Experience in client management and has a business with sales more than 100k/month is a plus

· Sales experience; experience in the insurance industry is a plus

· Internships while taking up undergraduate studies