Financial Services Advisor – Open to Entry-Level and Career Changers

Financial Services Advisor – Open to Entry-Level and Career Changers

$3,000 - $4,000 a month - Part-time, Full-time

Job details

Here’s how the job details align with your profile.

Pay

$3,000 - $4,000 a month

Job type

Full-time, Part-time

Shift and schedule

Night shift, Day shift, Monday to Friday

Location

Pulled from the full job description

• Employee assistance programme
• Health insurance
• Promotion to permanent employee

Full job description

Seeking Passionate Individuals for Financial Services Consultant – Open to Entry-Level and Career Changers

At RTP Organisation, we are dedicated to building a diverse and inclusive team that reflects the communities we serve. As Financial Services Consultant, you will play a vital role in helping clients achieve their financial goals through personalized insurance solutions. Whether you’re an experienced sales professional or looking to shift your career into the insurance industry, we provide comprehensive training and support to ensure your success. Join us in making a difference and advancing your career in a rewarding environment!

Key Responsibilities:

• Financial Planning: Conduct in-depth financial planning with clients, identifying their financial and protection needs, and seeing through the success of sales activities as an individual producer.
• Sales & Targets: Manage inquiries, referrals, and customer relationships from internal and external partners while achieving sales targets under the leadership of the Head of Business Development.
• Customer Experience: Ensure a seamless customer experience from the application process through to policy inception, including handling client inquiries and managing customer complaints.
• Client Portfolio Management: Provide tailored financial advice to your client portfolio, focusing on wealth accumulation, legacy planning, and long-term protection needs.
• Customer Service Excellence: Deliver high-level, professional customer service and act as the first point of contact for client servicing queries.
• Company Initiatives: Support and drive company projects such as lead generation campaigns, customer promotions, and other business development initiatives.
• Professional Development: Participate in scheduled sales training and professional development courses, ensuring that you meet mandatory CPD requirements and maintain Fit & Proper status.

Key Requirements:

• Education: Minimum Diploma, Advanced/Higher/Graduate Diploma or equivalent qualifications.
• Experience: 6 months to 3 years of relevant experience in insurance-related sales with a demonstrated track record of sales achievement.
• Certifications: Having the relevant financial and insurance certifications (such as CMFAS M5, M9, M9A, HI) is essential to your success in this role. If you don't already hold these certifications, don't worry—completing them before starting will give you the foundational knowledge needed to excel in the financial advisory industry.

Skills:

• Results-driven with a passion for growth and a professional attitude.
• Exceptional organizational skills and a can-do attitude.
• Knowledge of retirement planning and insurance-based wealth preservation strategies is a plus.

We warmly invite you to apply through this Indeed job post! Our dedicated team is excited to connect with you and will reach out to kick off the hiring process. Your journey to a rewarding career starts here, and we can't wait to see what you bring to our team!