Personal Finance Consultant

Highlights:

• Comprehensive Training and Ongoing Professional Development
• Performance-Based Incentives to Reward Achievements
• Inclusive Allowance and Training Benefits

Job Scope:

• Provide personalized financial advice by conducting thorough assessments to align with clients' financial goals.
• Build and maintain lasting relationships with both current and prospective clients.
• Utilize sales opportunities through customer-focused events, financial consultations, and community engagement initiatives.
• Proactively grow our client base by following up on leads and scheduling appointments with potential clients.
• Drive sales through referrals from colleagues.

Requirements:

• Tertiary education or relevant CMFAS certifications.
• Exceptional interpersonal and communication skills.
• Strong sales acumen with a focus on establishing long-term client relationships.

Apply now to embark on a rewarding career in the financial services industry!

(EA: 94C3609/ R23114633)