Job Summary

• Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Sales and Distributions.
• Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
• Manage own portfolio of clients by Providing financial advice based on clients’ financial and protection needs Providing recommendation to clients on wealth accumulation and legacy planning.

Matching Summary

Skills & Requirements

Key Requirements

• Diploma, Advanced/Higher/Graduate Diploma and higher
• 3-5 years of relevant experience
• demonstrated track record of sales achievement
• Experience in Insurance related Sales environment
• certifications in CMFAS M5, M9, M9A, HI
• Experience with HNW case management

Work Rights