Job Description
The Sales Consultant will play a key role in delivering high-quality advisory services to clients and business partners, with a focus on insurance and liquidity planning. The role involves generating profitable client referrals, as well as actively engaging and servicing both partners and clients to support business growth and long-term relationships.
Responsibilities:
- Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
- Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Fulfill full compliance to Client's internal compliance policies and procedures as well as MAS regulatory requirements
- Submit new business documents timely and accurately
- Provide quality ongoing ser...
Responsibilities:
- Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
- Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Fulfill full compliance to Client's internal compliance policies and procedures as well as MAS regulatory requirements
- Submit new business documents timely and accurately
- Provide quality ongoing ser...