Financial Consultant - Start Now

Financial Consultant

Joie Lim Organisation

- Help clients prioritise needs and manage cash flow

- Plan for their children's education and their retirement needs

The Role:

A Rewarding Career as a Financial Consultant Awaits You

We are looking for bright individuals who would like to join Joie Lim Organisation as a Financial Consultant. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for!

Here at Joie Lim Organisation, our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

• Financial Consultant

- Establish and help clients achieve their financial goals

- Determine current financial situation

- Identify shortfalls

- Customise insurance financial solutions according to client needs

• Insurance Planning

- Help clients avoid procrastination

- Provide advice on insurance plans

- Guide them in saving prudently

Job requirements

• Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.

• Good knowledge of banking, wealth management & insurance products is an added advantage

• Excellent customer focused mindset

• Personable, sincere, strong integrity & determination

• At least 21 years old (Regulatory requirement).

• Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.

To apply, please send in your resume. Only shortlisted candidates will be notified.

Joie Lim Organisation

A group of agency units of Prudential Assurance Company Singapore (Pte) Limited

Reg. No. 199002477Z

Approval code: 397/08May23