Job Description
Requirement
Min age 21, have a diploma/degree (course & training provided on job)
No prior work experience needed, suitable mid-career switch
Pay
$4k-12k basic salary + comms & bonus
Job description
. To do a financial needs analysis for clients through a proper fact-find and needs analysis
. Recommended products and fundsthat meet the identified needs
. Explain how the recommended products will meet the clients' needs
. Advise clients for funds related transactions(E.g. Fund switch, premiums re-direction)
. Give quality after sales service to clients
. Review clients' needs regularly and keep their coverage / portfolio up to date
. Keep records of financial needs analysis, policy illustrations, etc.
Min age 21, have a diploma/degree (course & training provided on job)
No prior work experience needed, suitable mid-career switch
Pay
$4k-12k basic salary + comms & bonus
Job description
. To do a financial needs analysis for clients through a proper fact-find and needs analysis
. Recommended products and fundsthat meet the identified needs
. Explain how the recommended products will meet the clients' needs
. Advise clients for funds related transactions(E.g. Fund switch, premiums re-direction)
. Give quality after sales service to clients
. Review clients' needs regularly and keep their coverage / portfolio up to date
. Keep records of financial needs analysis, policy illustrations, etc.