Estate Planning Consultant
Estate Planning Consultant
Job Summary
We are seeking a driven field sales representative to engage prospects, propose tailored investment solutions, build strong client relationships, and drive mutual success. This role is ideal for individuals looking to build a dynamic, rewarding career in financial sales.
Responsibilities
- Develop comprehensive knowledge of investment products and financial instruments to recommend suitable options to prospects accurately
- Conduct face-to-face and virtual meetings with prospects to understand their financial goals and guide their decision-making process
- Cultivate and expand relationships with diverse clients to foster loyalty and encourage repeat business
- Create and implement personal branding strategies to attract and generate qualified sales leads
- Consistently meet or exceed sales targets and performance objectives by applying effective sales techniques and engaging clients
Preferred competencies and qualifications
- Diploma or Bachelor's degree in any discipline
- Demonstrate strong communication skills through effective client interactions and presentations
- Show eagerness to learn and stay informed on financial markets and economic trends
- Exhibit a proactive, results-driven mindset focused on identifying and securing new business opportunities
- Build and maintain client-centric relationships using a consultative approach
- Open to candidates with or without prior financial sector experience; comprehensive training will be provided
Other Information
- EA License No.: 23C1703
- EA Personnel No.: R1984761
- EA Personnel Name: Pua Khai Lun