Job Description
Responsibilities
- Determine current financial situation
- Customise solutions to suit needs
- Take action to implement
- Help clients prioritize needs and manage cashflow
- Develop wealth management strategies
- Plan for their children's education and their retirement needs
- Provide advice on financial and investment plans
- Guide them in saving more of their income
- Help clients achieve their financial goals
- Provide information for them to make better decisions
- Offer affordable solutions and options to choose from
- Permanent
- Jurong East / Tampines
- Flexible hours
- Excellent customer focused mindset
- Personable, sincere, strong integrity & determination
- Candidates without insurance certificates are...